Apr 16, 2018 | Business Rule Example
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...
Apr 4, 2018 | Business Rule Example
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. ...
Mar 23, 2018 | Business Rule Example
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...
Mar 13, 2018 | Business Rule Example
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...
Mar 1, 2018 | Business Rule Example
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...
Feb 19, 2018 | Business Rule Example
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...
Feb 7, 2018 | Business Rule Example
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...
Jan 26, 2018 | Business Rule Example
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...
Jan 16, 2018 | Business Rule Example
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...
Jan 4, 2018 | Business Rule Example
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...
Dec 25, 2017 | Business Rule Example
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...
Dec 13, 2017 | Business Rule Example
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...
Dec 1, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn 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...
Nov 21, 2017 | Business Rule Example
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...
Nov 9, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewMany 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...
Oct 30, 2017 | Business Rule Example
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...
Oct 18, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn 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...
Oct 6, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn 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...
Sep 26, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn 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...
Sep 14, 2017 | Business Rule Example
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...
