Jul 8, 2019 | Business Rule Example
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...
Jun 26, 2019 | Business Rule Example
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...
Jun 14, 2019 | Business Rule Example
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...
Jun 4, 2019 | Business Rule Example
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...
May 23, 2019 | Business Rule Example
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...
May 13, 2019 | Business Rule Example
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...
May 1, 2019 | Business Rule Example
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...
Apr 19, 2019 | Business Rule Example
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...
Apr 9, 2019 | Business Rule Example
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...
Mar 28, 2019 | Business Rule Example
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...
Mar 18, 2019 | Business Rule Example
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:...
Mar 6, 2019 | Business Rule Example
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...
Feb 22, 2019 | Business Rule Example
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...
Feb 12, 2019 | Business Rule Example
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...
Jan 31, 2019 | Business Rule Example
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...
Jan 21, 2019 | Business Rule Example
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...
Jan 9, 2019 | 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 and continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field...
Dec 28, 2018 | 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 and continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field...
Dec 18, 2018 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview The customer’s requirement in this article was to have a clickable link that would show the oldest unpaid Invoice on that Account. This article can also be acheived...
Dec 6, 2018 | Business Rule Example
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. This provides useful information for reporting. The...
