Feb 17, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview This example shows how you can calculate and assign discounts for your Quote Products. We will be basing the discount off the Customers payment history for the last 3...
Feb 5, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. North52 BPA Solution The North52 BPA solution works like this: A xCache record is created that stores a FetchXML query that finds all the open Opportunities of an Account A...
Jan 24, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview This article shows how xCache records can be used to manage your usernames and passwords. To illustrate this, we will show a formula that creates a SharePoint folder using credentials that...
Jan 14, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Scenario Overview In many scenarios you may have a North52 formula that you want to reuse across different workflows and entities. This example we will show you how to create a North52 Process...
Jan 2, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form. The customer wants...
Dec 23, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview This is the second part of a two part series. Please see here if you have not completed the setup guide yet. Now that the Active Directory Security has been set up on Azure...
Dec 11, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview This article shows how to securely connect to an Azure Function using Azure Active Directory. Setup – Create Resource Group Navigate to portal.azure.com and login to your Azure...
Nov 29, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview In this business scenario we have many Accounts across the globe and we wish to flag an Account if it is involved with a country inside the EU. Note: In this example we have created a...
Nov 19, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview In this business scenario we have an unknown Rogue Process that is setting the Description field to itself in an Account periodically. We are unsure as to what is causing it...
Nov 7, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview The business requirement is to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Azure Event Grid....
Oct 28, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview In this business scenario we have a custom entity which stores Application data that a User provides. When a User submits this Application, we want to match the details...
Oct 16, 2019 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview This article shows how to securely store a secret in Azure Key Vault and how to retrieve a secret when required. North52 BPA Solution The North52 BPA solution works like...
Oct 4, 2019 | Business Rule Example
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...
Sep 24, 2019 | Business Rule Example
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...
Sep 12, 2019 | Business Rule Example
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...
Sep 2, 2019 | Business Rule Example
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...
Aug 21, 2019 | Business Rule Example
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...
Aug 9, 2019 | Business Rule Example
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...
Jul 30, 2019 | Business Rule Example
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...
Jul 18, 2019 | Business Rule Example
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...
