Mar 17, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview This scenario is an improvement of Formula #83. The Business requirement here is to use an existing template email on CRM instead of generating the email within the Dialog. The...
Mar 4, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the requirement was to allow a user to create an email and attach Sales Literature PDF documents directly from a Dialog running on the Case entity. It will...
Feb 19, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the customer had the following business requirement: Phone calls should only be scheduled at 9 am, 12 noon, 3 pm and 6 pm and not use the out of the box...
Feb 6, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how...
Jan 26, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario we needed to support a business rule where any newly created products are automatically added to all price lists in the CRM system. This formula will...
Jan 13, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then...
Dec 31, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then...
Dec 18, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then...
Dec 5, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. In this scenario we had a business requirement...
Nov 24, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we have a custom field on the Opportunity Form called: All Items Complete. This is a locked field with a default value of No.The business rule should update...
Nov 11, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewWhen comments are entered as part of a Dialog Process the comments are stored in the Comments field of the Process Session record. If you want to automatically store the comments...
Oct 29, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario the end user wants to create a Task record in CRM and set the end date for that task as the end of the calendar month. We created this using a...
Oct 16, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewTo enhance the user experience when creating an Opportunity we want to only show the Accounts that are either owned by the current user or a team they belong to when the user clicks...
Oct 3, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario when an Appointment is created and the regarding object is of type Lead whose status reason is ‘New’ we want to change this status reason to...
Sep 22, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario our business requirement is that when a user tries to delete an Invoice record that has been marked as paid we would like to stop this and show an error message to...
Sep 9, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.N52 Formula Manager SolutionThe Formula Manager solution works like this,A schedule is setup to execute on a daily basisThis schedule executes a Global ActionThe first step of the action is to call...
Aug 27, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we have a custom field on the Account form called ‘Oldest Contact’ which needs to be populated. The business rules states it should be populated with...
Aug 14, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we needed the ability to have a button placed on the Marketing List form that would remove all contact members from the current marketing list. The screenshot below...
Aug 1, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we have a Sales Manager who is on the road a lot and uses the Dynamics CRM tablet application on his IPad a lot. The requirement he wanted was to have simple button...
Jul 21, 2014 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we have a business rule that needs to validate that when a user creates an Opportunity Product (line item) that only one record can exist per Opportunity when a...
