304 posts.
A new knowledge base article has been published on our support portal. Overview Complex rules are often required to be executed as part of a Canvas Power App. North52’s business rules engine for Microsoft Dynamics 365 and the Power Platform is a perfect partner when you need to evaluate complex rule
A new knowledge base article has been published on our support portal. Overview Microsoft Dynamics Marketing allows for the collection of data from form submissions. However, each data field submitted is stored in a separate Dataverse record (using JSON for lookup values) which makes it difficult to
A new knowledge base article has been published on our support portal. Overview North52’s business rules engine and Decision Tables are a great solution for when you need complex pricing rules to generate quotes and invoices in Microsoft Dynamics 365. It can help with complex CPQ (Configure – Price
Overview Claims Adjudication processes can be very complex and using a business rules engine to automate the claims process can save significant time, reduce errors and increase customer satisfaction. North52’s Decision Suite helps you implement complex rules on the Microsoft Dynamics 365 Platform.
A new knowledge base article has been published on our support portal. Overview Using the North52 Quick Button functionality, we can trigger a Power Automate flow from a simple button click. This makes certain tasks more obvious, easier and quicker for end users instead of having to find the specifi
A new knowledge base article has been published on our support portal. Overview Often when using Microsoft Power Apps Portals your data collection requirements and rules are more complex than can be configured using standard functionality. North52’s advanced business rules engine for Microsoft Dynam
A new knowledge base article has been published on our support portal. Overview In this scenario, while waiting for a response to an original query regarding their new telephone connection, a customer has opened up a new case asking for an update. To make better use of the support User’s time, we wa
A new knowledge base article has been published on our support portal. Overview If you have Dynamics 365 for Sales or Service there are often business rules that need data from Dynamics 365 Finance and Operations. With the virtual entities support provided by Microsoft it is very easy to use Finance
A new knowledge base article has been published on our support portal. Overview Under the Small-scale Renewable Energy Scheme for the Australian Government, eligible small-scale renewable energy systems are entitled to a number of small-scale technology certificates (STC). Once created and validated
A new knowledge base article has been published on our support portal. Overview In this article we want to allow users to convert a Quote to an Order and open the new Order record. The business requirements are as follows: Rule # Description 1 Convert a Quote into an Order with the click of a button
A new knowledge base article has been published on our support portal. Overview In this article, we will show how a single Formula can be used to enforce different rules for different forms. For the first form, we want to hide two fields. For the second form, we want to hide 3 fields. Note: In
A new knowledge base article has been published on our support portal Overview In this article we will examine a solution we created for a customer who wanted to do a linked entity in an AddPrefilterLookup. Out of the box Microsoft Dynamics 365 does not support linked entities when prefiltering a lo
A new knowledge base article has been published on our support portal. Overview In this scenario we want to visually confirm a Contact’s data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form. We can do this using North52’s functio
A new knowledge base article has been published on our support portal. Overview A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button to the Account form that will: Clone the Account
A new knowledge base article has been published on our support portal. Overview In this KB article, we want to users to be able to submit an Opportunity for approval. As some users may not have permission to change the status of Opportunities, we have created a Quick Button that will circumvent this
A new knowledge base article has been published on our support portal. Overview In this scenario the requirement is to assign Dynamics 365 case priorities dynamically on the creation of the case which are being brought in from an external system. The case with the highest priority should be the next
A new knowledge base article has been published on our support portal. Overview This article follows on from xRM Formula #264 – Show Entity Images on Form using Quick Tile – Part 1 and shows how we can extend the Formula to show a smaller row of secondary images. North52 BPA Solution The North52 BPA
A new knowledge base article has been published on our support portal. Overview It is often useful to be able to show images on an entity form. For this example we are going to demonstrate how you can use North52 Quick Tiles to show a main ‘mugshot’ image and a smaller row of other images. This
A new knowledge base article has been published on our support portal. Overview In this scenario we have business rules which update 3 fields on an entity, however a specific field should only be updated when certain conditions are met. We want to simplify the decision logic and execute a single upd
A new knowledge base article has been published on our support portal. Overview In this business scenario, we have three multi-select option set (picklist) fields on the Contact entity: Continent, Country and City. To improve user experience, we require that the Country option set to be filtered by
A new knowledge base article has been published on our support portal. Overview In this scenario, we want to send a follow up email using a workflow setting the To field using an address we get from the email’s related Account. Out of the box this is not possible, however, we can do this using North
A new knowledge base article has been published on our support portal. Scenario Overview This article is an extension of xRM Formula #095. The requirement has been updated so that the Stakeholders of the Opportunity as well as the Sales Team must be emailed when an Opportunity is closed. The Opportu
A new knowledge base article has been published on our support portal. Overview In this business scenario, the customer’s business requirement was that they have a ribbon button that ‘validates’ an account. However the Validation ribbon button should only be shown if the account has at least 3 conta
A new knowledge base article has been published on our support portal. Overview Sometimes business processes are more complicated and have significant permutations that are not easily managed with out-of-the-box Business Process Flow (BPF) functionality. In this article we will demonstrate how you c
