North52 Blog
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Business Rules Example #224 – Save an Account’s previous Option Set choice
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...
Business Rules Example #223 – Auto assign North52 security roles to new users
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 whenever...
Business Rules Example #222 – Multiple Entities sharing an AutoNumber
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...
Business Rules Example #221 – Reset AutoNumber every year
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...
Business Rules Example #220 – Execute a North52 Decision Table as part of a Microsoft Flow
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...
North52 Release – May 2019 – v580
New Features Added support for filter and sort on the xCacheGetLocal() function Added support for AutoIncrement on the xCacheAddCalculatedFieldLocal() function Added support for changing Status & Tracing Level fields for formulas within Managed Solution...
Business Rules Example #219 – Create Field Service Booking Rules to prevent scheduling of resources
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...
Business Rules Example #218 – Automatically change a User’s Teams when Business Unit is changed
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...
Business Rules Example #217 – Update Remaining Business Days using custom Calendar
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...
Business Rules Example #216 – Send Note attachments to Sharepoint via Schedule
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...