Jan 30, 2023 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview The Quick Ribbon App from North52 is a ready-go-to solution for Microsoft Dynamics 365 that allows you to call a North52 Formula from the Ribbon on a form. You can download the Quick...
Aug 25, 2022 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview Custom Pages within model-driven Microsoft Dataverse apps are a great way to build pop-up dialogs that help with user productivity. Combining this with the power of Decision Tables enables...
Jun 22, 2022 | Business Rule Example
Overview Microsoft Dynamics 365 for Field Service allows you to create Inspection Templates to facilitate inspections associated with a Work Order. The inspection questionnaires can have basic rules within them, however, these are static and all inspections based on...
Mar 28, 2022 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview The National Flood Insurance Program (NFIP), managed by FEMA, provides insurance to help reduce the socio-economic impact of floods in the United States. Homes and businesses in high-risk...
Jan 14, 2022 | Business Rule Example, Uncategorized
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...
Dec 13, 2021 | Business Rule Example, Uncategorized
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...
Sep 27, 2021 | Business Rule Example
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...
Jul 30, 2021 | Business Rule Example
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...
Jun 22, 2021 | Business Rule Example
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...
May 24, 2021 | Business Rule Example, Power Apps Portals
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...
Apr 12, 2021 | Business Rule Example
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...
Mar 5, 2021 | Business Rule Example
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...
Feb 5, 2021 | Business Rule Example
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...
Jan 5, 2021 | Business Rule Example
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...
Dec 2, 2020 | Business Rule Example
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...
Nov 23, 2020 | Business Rule Example
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...
Nov 11, 2020 | Business Rule Example
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....
Oct 30, 2020 | Business Rule Example
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...
Oct 20, 2020 | Business Rule Example
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...
Oct 8, 2020 | Business Rule Example
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...
