Oct 29, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario we have a situation where support staff are responding to Cases via Email. The requirement is that any emails created in the system that are regarding a...
Oct 16, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.View this article in full on our support portal
Oct 3, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario when a Task is created in the system we need to find the latest note that is associated with the regarding field & place it into the description field on the...
Sep 20, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement is that when a user sets a boolean field ‘Credit Check Contacts’ to true on the Account record it will execute a workflow on...
Sep 9, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario it was very important for the people paying Invoices to know the current week number & what the UTC date and time was before paying an Invoice.View...
Aug 27, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis business scenario requires us to build a set of dependent pick-lists between the option sets below. We need it so if the continent ‘Europe’ is selected then all the...
Aug 14, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview This business requirement needs us to provide a way to take a set of Invoices & associated line items and clone them on a monthly basis. The requirement was around a recurring...
Aug 1, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement is that whenever a Phone Call record is created in the system we need to look at who (Account Contact) is being called & take the text...
Jul 19, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the HR department had a requirement to know the Age of a contact within the CRM system. ...
Jul 8, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement is that when a user opens an Account record we need to check if the Send Marketing materials field has been set to ‘Yes’ &...
Jun 25, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we have a company with a HQ office in the USA & regional offices in France. The users of the CRM system in France need to enter their notes about the Account...
Jun 12, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario we need to Geo-Encode the address details of the Account entity whenever the address changes on the Account record. We use the Microsoft GeoEncode...
May 30, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario our business requirement is to validate that the Estimated Close Date on the Opportunity record cannot be set to a date before the create date.N52 Formula Manager...
May 17, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewOur business requirement is that when a user Qualify’s a Lead record & an Opportunity gets created we need to move any notes that users entered on the Lead entity...
May 6, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement is to format the main telephone number on the Account entity. The requirement is that if the phone number is 7 or 10 characters long we...
Apr 23, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn the previous sample we saw the following requirement that we had a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the...
Apr 10, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThe business requirement here is that we have a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record...
Mar 28, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis is a bit of a strange business requirement but a customer was storing IP addresses in there CRM system & they needed to create a view which sorted the IP Addresses.We...
Mar 15, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis is a follow on scenario to xRM Formula #25 User Actioned Form Notifications.Its business scenario was that whenever a user opens an Account record or a user changes the...
Mar 4, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario you have a requirement that whenever a user opens an Account record or a user changes the category of a customer that you check the value of outstanding...
