Business Rule Example

304 posts.

16 April 2018Business Rule Example

Business Rules Example #184 – GetWeek Examples

A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of the GetWeek() function to help you understand how to use it Each example has their result in comments. Formula Smartflow ( SetVar(‘DateToCheck’,CreateDate(2017, 1, 1)) ToString(GetWeek(Ge

4 April 2018Business Rule Example

Business Rules Example #183 – Examples of Time Range

A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of Time Ranges to help you understand how to use them / use their syntax. Each example has their result beneath them in comments. Functions used in Example TimeRangeGetIntersection() TimeRan

23 March 2018Business Rule Example

Business Rules Example #182 – Check for Free Time Periods

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we need to be able to check for an Accounts free time periods when needed. We will use the Appointments associated with this Account to measure its free time. N52 Formula Manager Solution The F

13 March 2018Business Rule Example

Business Rules Example #181 – Assign Ownership of Opportunity depending on Size

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to assign Ownership of an Opportunity depending of the amount of revenue that has been estimated. We will create a formula that assigns an Opportunity to our Big Opportunity Sales Team

1 March 2018Business Rule Example

Business Rules Example #180 – Add Sales Managers when Opp is Large

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our all Users with the Sales Manager role to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Team for any Opportuni

19 February 2018Business Rule Example

Business Rules Example #179 – calling Custom JavaScript Functions

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to use some of North52s functionality with a custom JavaScript we have. Using the North52 formula ExecuteCustomJSFunction , we can call upon any Custom JavaScript functions that have be

7 February 2018Business Rule Example

Business Rules Example #178 – Add / Remove User to Team

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Team for any Opportunity that has an Est Revenu

26 January 2018Business Rule Example

Business Rules Example #177 – Hide or Show Section using Quick Button

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to show/hide certain parts of a form on command. In this scenario, we are required to hide the Company Profile and the Marketing field whenever a Quick Button is pushed. Note: you

16 January 2018Business Rule Example

Business Rules Example #176 – Add / Remove User to Access Team

4 January 2018Business Rule Example

Business Rules Example #175 – Create Contact using Parent Account details

A new knowledge base article has been published on our support portal. Scenario Overview In this Scenari , our users need the ability to quickly create a Contact that is associated with an Account. They want for shared fields to be copied from the Account to the new Contact. We shall accomplish this

25 December 2017Business Rule Example

Business Rules Example #174 – CPQ – Custom Pricing – Training Courses

A new knowledge base article has been published on our support portal. Scenario Overview The following is a discount pricing example for a Configure Price Quote (CPQ) Scenario. A different discount applies for each band: Band 1 – Purchase 0-10 items 0% Band 2 – Purchase 11-50 items 22.5% Band 3 – Pu

13 December 2017Business Rule Example

Business Rules Example #173 – Multiple Client-Side Actions on a Single field

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to change how we contact the customer depending on the category of the Account. If the customer’s Category is set to Preferred Customer, we wish to use the Account Ma

1 December 2017Business Rule Example

Business Rules Example #172 – Disable a Quick Button when not needed

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to disable a Quick button on the Lead Entity unless certain criteria are met. To allow use of the Quick Button labelled Promote, the Budget must be above €5000. Any B

21 November 2017Business Rule Example

Business Rules Example #171 – Sample – Automatically change Business Process Flow stage based on field value

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for the Business Process Flow to move to different stages depending on the value of a field (Est. Revenue). It is required to do this automatically upon saving the Op

9 November 2017Business Rule Example

Business Rules Example #170 – Validate and change data on import

A new knowledge base article has been published on our support portal. Scenario Overview Many businesses import data from outside sources and they often will require either validation or clean up of said data. The below example details how any data that is imported in CRM can be put under strict val

30 October 2017Business Rule Example

Business Rules Example #169 – Automatically change Opportunity Form based on Estimated Revenue

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need users creating/updating an Opportunity to fill out different Forms depending on the size of the Opportunity’s estimated revenue. N52 Formula Manager Solution The Formula Manager solution

18 October 2017Business Rule Example

Business Rules Example #168 – Automatically set Price List for new Opportunities

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user creates a new Opportunity in the CRM system, a Currency-based default Price List is automatically set. [Set the price List Lookup on create event of

6 October 2017Business Rule Example

Business Rules Example #167 – Copy data from Account to Contact via onChange event

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details from the new parent account needs to

26 September 2017Business Rule Example

Business Rules Example #166 – Set the start time on a Phone Call when record opened

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you are using the out of the box Phone Call entity and you have a business requirement that when a user opens a Phone Call record that you populate the ‘Actual Start’ date with the current date

14 September 2017Business Rule Example

Business Rules Example #165 – New Contact – Setting Parent Company – Dynamic Action

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we will demonstrate how to set up a Decision Table that you can use when a new Contact is created in your Dynamics 365 instance. For this article it is assumed that you have at least basic fami

4 September 2017Business Rule Example

Business Rules Example #164 – Audit log of Users who access Invoices

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to set up a ClientSide Decision Table that you can use to generate an Audit Record ServerSide as well as carry out ClientSide actions. For this article it is assumed that

23 August 2017Business Rule Example

Business Rules Example #163 – Opportunity Notifications

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to set up a ClientSide Decision Table that you can use to set various notifications on an Opportunity. For this article it is assumed that you have at least basic familia

11 August 2017Business Rule Example

Business Rules Example #162 – Social Media

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to set up a ClientSide Decision Table that you can to make multiple updates and changes to a form depending on various conditions. For this article it is assumed that you

1 August 2017Business Rule Example

Business Rules Example #161 – Coronary Heart Disease Risk Score

A new knowledge base article has been published on our support portal. Scenario Overview Coronary heart disease (CHD) is a disease in which a waxy substance called plaque builds up inside the coronary arteries. These arteries supply oxygen-rich blood to your heart muscle. You can read more informati