304 posts.
A new knowledge base article has been published on our support portal. Overview This article shows how to retrieve a User ID from a different Dynamics 365 instance using Azure. North52 BPA Solution The North52 BPA solution works like this: A formula is created that will trigger whenever a workflow a
A new knowledge base article has been published on our support portal. Overview This article shows how you can execute a North52 Decision Table as part of a Flow and return a value back to the Flow to be used in a later step. This is conceptually very similar to how the Process Genie functionality
A new knowledge base article has been published on our support portal. Overview In this business scenario we are required to change the Call To field in a Phonecall entity depending on what is entered into the Description field. This is a generic example to highlight the functionality of North52 BPA
A new knowledge base article has been published on our support portal. Overview In this scenario, we require a button that sets a Lead to the status Qualify and creates an Account and a Contact using the data from the Lead. This is very similar to what the Qualify Lead ribbon Microsoft provides does
A new knowledge base article has been published on our support portal. Overview In this scenario, we want to make sure that any Opportunity that is associated with a disabled User gets flagged so that it can be reassigned. We want to show a notification when an Opportunity is opened and the Opportun
A new knowledge base article has been published on our support portal. Overview In this scenario, we want to hide/show the Credit Limit field depending on the value of our Credit Hold field. However this Credit Limit field is in the Header section of our form. We do this by adding the prefix “header
A new knowledge base article has been published on our support portal. Overview In this scenario, we have a custom entity called Skills that we want to use when reviewing a Contacts resumé or CV. The Contact entity has a custom text field called Resumé that we place unformatted resumé text into. We
A new knowledge base article has been published on our support portal. Overview The business requirement was to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Service Bus queue. The custom message needs to contain certa
A new knowledge base article has been published on our support portal. Overview In this business scenario we want to save an Account record’s last Category choice. To do this, we have created a custom field called Previous Category. Whenever the field Category is changed we want the previous value t
A new knowledge base article has been published on our support portal. Overview In this scenario, we require that every User be given the North52 Formula Manager – Standard security role We shall do this by creating a formula to update the security roles whenever a user is created. North52 BPA Solut
A new knowledge base article has been published on our support portal. Overview In this scenario, we require that both the Contact and Account entity share the AutoNumber count. Whenever an Account or a Contact is created, we want their respective new_autonumber field to be filled automatically. We
A new knowledge base article has been published on our support portal. Overview In this scenario, we have a formula that prefixes the AutoNumber with the year. We would like this AutoNumber value to be reset at the start of each year so that users can see the number of accounts been made this year.
A new knowledge base article has been published on our support portal. Overview Note: A simpler implementation of this functionality can be achieved without creating an Azure Web Application, see the alternative method in this article. This article shows how you can execute a North52 Decision Table
A new knowledge base article has been published on our support portal. Overview When scheduling resources with Dynamics for Field or Project Service often you need to validate business rules before allowing the booking to be created. The out of the box Booking Rules functionality enables you to do t
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the company determines which Team you are in based on the Business Unit you are in. Whenever a User is moved to a new Business Unit, they have to be added to their Team automatically. F
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to update open Opportunities on a daily basis to set a Remaining Business Days field. We want this Remaining Business Days field to factor in our custom Calendar so that we know
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a requirement to move attachments from a Dynamics 365 system into SharePoint. This needs to be done for multiple entities: Account, Contact and Opportunities; and we want to move all att
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we want to keep Contact ownership aligned with Account ownership. The ownership field in Dynamics is unusual as it can be either a team or a user. We will need to ensure this carries ov
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we want to abandon a process if the Budget Amount is less than 100,000. N52 Formula Manager Solution The Formula Manager solution works like this: Each time an Opportunity’s Budget Amou
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a Quote with a large number of Quote Products/Line Items. You require that both the Quote and its Quote Products sync up the field Tax Rate so that when a Quote’s Tax Rate is c
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we have a requirement to set and continually update a custom field on the Account entity called Total Open Opportunities. This field is the sum of the estimated revenue field from all t
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have an Advertising company selling TV ads for a period of time with the need to calculate monthly pro-rata amounts . These TV ads were represented as Opportunities in the CRM system where yo
A new knowledge base article has been published on our support portal. Overview When using multiple currencies in your Dynamics 365 instance you will want to keep the exchange rates updated for more accurate currency conversions. We can do this easily using the Open Exchange Rates API and North52 BP
A new knowledge base article has been published on our support portal. Scenario Overview In this example, we need to enforce some validation rules whenever an Account is being updated or created. Whenever the Account is a Preferred Customer or whenever the Credit Limit is greater than 100,000, we wi
