Business Rule Example

304 posts.

20 July 2017Business Rule Example

Business Rules Example #160 – Oxford University Students Residency Rules

A new knowledge base article has been published on our support portal. Scenario Overview This example shows how to set up a Multi-Sheet Decision Table to apply the residency rules that full-time students attending Oxford University must adhere to. The documentation for these requirements can be foun

10 July 2017Business Rule Example

Business Rules Example #159 – US Dept. of Veterans Affairs: Health Benefits Priority Groups

A new knowledge base article has been published on our support portal. Scenario Overview Today’s Veterans have a comprehensive medical benefits package, which VA administers through an annual patient enrollment system. The enrollment system is based on priority groups to ensure health care benefits

28 June 2017Business Rule Example

Business Rules Example #158 – Custom Pricing for Quote Products

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 to customize your Quote Product items unit price based on selected attributes. For this we are using Override Price in the Quo

16 June 2017Business Rule Example

Business Rules Example #157 – Automobile Insurance

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 calculates an Insurance Premium for Used Automobiles based on a variety of Risk Factors. For this article it is assumed that you have at l

6 June 2017Business Rule Example

Business Rules Example #156 – Idaho State Medicaid or CHIP Assistance

A new knowledge base article has been published on our support portal. Scenario Overview Health Coverage Assistance through the Department of Health and Welfare provides health coverage or assistance in paying for health coverage for people who meet certain criteria. This example shows how to set up

25 May 2017Business Rule Example

Business Rules Example #155 – Idaho State Food Assistance

A new knowledge base article has been published on our support portal. Scenario Overview The Supplemental Nutrition Assistance Program (a.k.a. the Food Stamp Program) helps low-income families supplement their food needs by providing limited funds in order to buy foods necessary for staying healthy.

15 May 2017Business Rule Example

Business Rules Example #154 – Clientside AddPreFilterLookup

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 uses the ClientSideFunction AddPreFilterLookup() to filter a lookup on an Opportunity record based on a variety of business rules. For thi

3 May 2017Business Rule Example

Business Rules Example #153 – Converting Shorthand Notation in Numeric Values

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 simple Decision Table to convert short-hand notation into numeric values. Sales agents working on the Opportunity entity want to just type 3.4m into a custom

21 April 2017Business Rule Example

Business Rules Example #152 – Determine Age Group and Next Birthday

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 will segment Contacts into various Age Groups using their Birthday. We also show how we will populate the Next Birthday field so that the

11 April 2017Business Rule Example

Business Rules Example #151 – Update Portal URLs with Title

A new knowledge base article has been published on our support portal.

30 March 2017Business Rule Example

Business Rules Example #150 – Credit Card Entitlement – Part 2

A new knowledge base article has been published on our support portal. View this article in full on our support portal

20 March 2017Business Rule Example

Business Rules Example #149 – Credit Card Entitlement – Part 1

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to quickly and easily set up a Decision Table based around Credit Cards. For this article it is assumed that you have at least basic familiarity with Decision Tables and/

8 March 2017Business Rule Example

Business Rules Example #148 – Create and open an appointment for a Lead using Advanced Quick Button

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how this button would appear on the lead

24 February 2017Business Rule Example

Business Rules Example #147 – Execute a Dialog using a Quick Button

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that we need the ability to trigger a Dialog whenever need on a form. To do this, we will set up a Quick Button that triggers this Dialog whenever the field Send Mark

14 February 2017Business Rule Example

Business Rules Example #146 – Avoid Queue Email Duplication in Contact

A new knowledge base article has been published on our support portal. Scenario Overview In this example we have an requirement to make sure any Contact does not already have a Queue associated with any if its email addresses. Note : You will need to make all three email fields ( Email, Email Addres

2 February 2017Business Rule Example

Business Rules Example #145 – Move Note Attachments to Sharepoint

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we will move the attachments from the notes on an account to that accounts SharePoint folder. We are using Dynamics 365 Online and SharePoint Online for this example and have structured the for

23 January 2017Business Rule Example

Business Rules Example #144 – Setting Completed Tasks on an Opportunity in real time

A new knowledge base article has been published on our support portal. Scenario Overview In our example here, a customer wishes to know the amount of completed tasks on an Opportunity in real time. We shall use a North52 formula type called ‘Save – To Parent ‘ to do this easily. Note : You will need

11 January 2017Business Rule Example

Business Rules Example #143 – Calculate Elapsed Business Hours

A new knowledge base article has been published on our support portal. Scenario Overview In our example, a customer wishes to know the number of business hours which have elapsed from when a case was created to when a response was made. We shall use a North52 function called GetDifferenceWorkingTime

30 December 2016Business Rule Example

Business Rules Example #142 – Move Lead Notes to Opportunity on Qualification (Execute As)

A new knowledge base article has been published on our support portal. Scenario Overview Our business requirement is that when a user Qualifys a Lead record and an Opportunity gets created, we need to move any notes that users entered on the Lead entity across on to the Opportunity. In our example o

20 December 2016Business Rule Example

Business Rules Example #141 – Conceal Form Section via FormType

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain fields/sections depending on the Form type the user is using. In this scenario, we are required to hide the Address Section when a user accesses CRM via the Update

8 December 2016Business Rule Example

Business Rules Example #140 – Conceal Form Section via FormFactor

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone. In this scenario, we are required to hide the Address Section when a us

28 November 2016Business Rule Example

Business Rules Example #139 – Conceal Form Section via ClientState

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain fields depending on where the user has accessed CRM from. In this scenario, we are required to hide the Address Section when a user accesses CRM via their Mobile. N

16 November 2016Business Rule Example

Business Rules Example #138 – Hide Section of a specific Form

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain parts of a form when it is loaded. In this scenario, we are required to hide the Company Profile and the Marketing field whenever the form Account - Read Only is lo

4 November 2016Business Rule Example

Business Rules Example #137 – Sync. Account Address with all Contacts using Asynchronous processes

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves the synchronization of fields