Business Rule Example

304 posts.

29 January 2016Business Rule Example

Business Rules Example #112 – Setting SharePoint Document Locations – Decision Table

A new knowledge base article has been published on our support portal. Scenario Overview This example follows on from N52 Formula Manager Solution – Decision Table The Formula Manager solution works like this, We create a formula of type ‘Save – To Current Record’ on the Document Location entity The

19 January 2016Business Rule Example

Business Rules Example #111 – Setting SharePoint Document Locations – Classic Formula

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement from the customer was that they did not want to use the standard Sharepoint folder structure. Instead, they are grouping their documents by geographical location. Conti

7 January 2016Business Rule Example

Business Rules Example #110 – Send weekly reminder to update open Opportunities

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to send sales representatives a weekly reminder to update their open Opportunities. Below is a screenshot of what the email to a sales representative would look like: View this article i

28 December 2015Business Rule Example

Business Rules Example #109 – Convert Word Document created from Template to PDF

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement is to automatically create a PDF of a Word document that has been created from a Microsoft Dynamics 365/CRM Template. We are using the out-of-the-box Invoice template a

16 December 2015Business Rule Example

Business Rules Example #108 – Automatically Add Competitors to Parent Accounts

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement from the customer was to connect a Competitor to a parent Account when one was added to a Contact on that Account. For this example, we will assume that you have alread

4 December 2015Business Rule Example

Business Rules Example #107 – Creating a Contact from a Lead

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement we are addressing is to create a Contact direct from a Lead, without creating an Opportunity and to move all the open and completed activities over to the new Contact.

24 November 2015Business Rule Example

Business Rules Example #106 – Translation from French to English

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a company with a HQ office in the USA & regional offices in France. The users of the CRM system in France need to enter their notes about the Case record in French and so this

12 November 2015Business Rule Example

Business Rules Example #105 – (Quick Button v2) Create and open an appointment for a Lead

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 the regarding field on the new appointment form automatically set to the

2 November 2015Business Rule Example

Business Rules Example #104 – Cloning a Record with Field Level Security

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a Sales Order that is being cloned regularly. However there is a field on this form that has Field Level Security enabled: Private Tax Number. This is preventing users without Field Leve

21 October 2015Business Rule Example

Business Rules Example #103 – Enable and Disable Users depending on work shifts

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement for the customer was how to handle 2 different shifts of employees, A Day shift starting at 8 am, A Night shift starting at 8 pm. The Day shift should get access to Dyna

9 October 2015Business Rule Example

Business Rules Example #102 – Updating the Tax on Order Products

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement that needed to be solved was related to tax on Order Products. The customer wanted a simple way to update the Tax on all the Order Products connected to an Order. To sol

29 September 2015Business Rule Example

Business Rules Example #101 – Prevent changes to existing notes on closed Cases

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to prevent notes being changed or updated on a Case after it has been closed. New notes can be added, but old notes cannot be updated. N52 Formula Manager Solution Th

17 September 2015Business Rule Example

Business Rules Example #100 – Trigger AutoNumber based on Opportunity Process Stage Only

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will show you how to set up an AutoNumber formula on an Opportunity entity that only fire only when the Opportunity reaches a specific stage in the Business Process. The requirement is that w

7 September 2015Business Rule Example

Business Rules Example #099 – Creating an email address on a record using regular expressions

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will show you how to create an email address from a contact’s name and their parent account’swebsite URL using regular expressions. We have a batch of records that contain only the first name

26 August 2015Business Rule Example

Business Rules Example #098 – Automatically attach SharePoint documents to an email

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement was to automatically attach documents, from a SharePoint Site related to an Opportunity, to an email and send that email to a customer. For this example we are using Dyn

14 August 2015Business Rule Example

Business Rules Example #097 – Calculate Driving Distance and Travel time using Bing Maps

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement was to calculate the driving distance and travel time for a student to Oxford University College. If a student’s home address is more than 70 miles away then they are to

4 August 2015Business Rule Example

Business Rules Example #096 – Control Picklist Values by Security role

A new knowledge base article has been published on our support portal. Scenario Overview Note: This functionality will be publicly available in the next release expected in early September This scenario will demonstrate how to change the options available in a pick list depending on who the user is.

23 July 2015Business Rule Example

Business Rules Example #095 – Send Email to Sales Team Members when Opportunity is Closed

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the requirement is to determine all the ‘Sales Team’ members of an Opportunity (i.e. an Access Team, new security feature in CRM 2013) & send them an email when the Opportunity reaches the ‘Clos

13 July 2015Business Rule Example

Business Rules Example #094 – Auto Follow an Opportunity when added to Sales Team

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to make a System User auto-follow an Opportunity when they are added to the Sales Team. View this article in full on our support

1 July 2015Business Rule Example

Business Rules Example #093 – Comma Separated List

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we were asked to demonstrate how to create a Comma Separated list within a N52 Formula. To do this we use a View this article in full on our support portal

19 June 2015Business Rule Example

Business Rules Example #092 – Different Actions based on different field changes

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we were asked to demonstrate how to carry out different actions depending on which field has changed on an Account record. To do this we will use the PriorValue() function and the Case() Stateme

9 June 2015Business Rule Example

Business Rules Example #091 – Audit History via PDF

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement was to add a button to the Account form that would allow the user to quickly create a PDF document containing the last 10 days of audit history. For this we use the Quic

28 May 2015Business Rule Example

Business Rules Example #090 – Template Emails

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are demonstrating how to use N52 BPA to create Template emails in CRM, and use both parameters and dynamic data slugs to populate the emails. This will allow you to add information to emails

18 May 2015Business Rule Example

Business Rules Example #089 – Synchronize Data with external system via Rest webservices

A new knowledge base article has been published on our support portal. Scenario Overview In this example the business requirement is to regularly update CRM with data from another system to keep the data synchronized. The example we will use here is a hospital system, sending data to CRM that is upd