Feb 19, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario the requirement is to determine all the ‘Sales Team’ members of an Opportunity (i.e. an Access Team, new security feature in CRM 2013)...
Feb 6, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario when a user converts an Email to a Case you need to ensure that the description field (Body) from the Email is copied across without formatting to the...
Jan 24, 2013 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis business requirement sees a custom field on the Lead entity called ‘Last Note Entered’ which is a datetime field. This field is to be populated with the...
Jan 11, 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 to copy the field ’Standard Cost’ from the product entity record on to the ‘Quote...
Dec 31, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is...
Dec 18, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario you need to format the main telephone number field of the Account entity. The format needs to look like this “207.555.3652”. This makes the phone number...
Dec 5, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is...
Nov 22, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario you need to validate that the user enters in a valid US state in its 2 character format. In previous versions of CRM you would normally just add a picklist with all...
Nov 9, 2012 | 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 an Account is deactivated all associated Contact records are also deactivated. Additionally, if the Account is subsequently...
Oct 29, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario we would like to send nicely formatted quote emails to customers which contain the product line items and totals in a table. The out of the box method of running...
Oct 16, 2012 | 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 creates a new Opportunity in the CRM system a default Price List is automatically set when the Opportunity is...
Oct 3, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details...
Sep 20, 2012 | 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 an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves...
Sep 7, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.View this article in full on our support portal
Aug 27, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario the business requirement is to remove any attachment in the CRM system if it is older than 3 years. N52 Formula Manager Solution The Formula Manager solution works...
Aug 14, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario when an order is marked as ‘Fulfilled’ we need to loop over each of the Order Line Items & decrement the ‘Quantity On Hand’ field on...
Aug 1, 2012 | 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 an order is created you need to loop over all the items in the associated price list & create an order detail record for...
Jul 19, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario you are using the out of the box Phone Call entity and you have a business requirement that when a user opens a b record that you populate the ‘Actual...
Jul 6, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario you have a custom entity called Training Course which has an N:N relationship with the Contact entity. It basically records each time a contact attends a training...
Jun 25, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario you have a custom entity called Training Course which has a N:N relationship with the Contact entity. You need to implement a business rule (rollup) that will keep...
