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Business Rules Example #215 – Sync Account Parent Owner
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we want to keep Contact ownership aligned with Account ownership. The ownership field in Dynamics is unusual as it can be either a team or a...
Business Rules Example #214 – Abandon a running process
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we want to abandon a process if the Budget Amount is less than 100,000. N52 Formula Manager Solution The Formula Manager solution works like this:...
Business Rules Example #213 – Update a Quote and its 1000 Quote Products
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a Quote with a large number of Quote Products/Line Items. You require that both the Quote and its Quote Products sync up the field Tax Rate...
Business Rules Example #212 – Update previous and present Accounts on an Opportunity
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we have a requirement to set and continually update a custom field on the Account entity called Total Open Opportunities. This field is the sum of...
Business Rules Example #211 – Calculate Pro Rata Amounts for Each Month
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have an Advertising company selling TV ads for a period of time with the need to calculate monthly pro-rata amounts . These TV ads were represented as...
Business Rules Example #210 – Update Currency Exchange Rates using Open Exchange Rates API
A new knowledge base article has been published on our support portal. Overview When using multiple currencies in your Dynamics 365 instance you will want to keep the exchange rates updated for more accurate currency conversions. We can do this easily using the...
Business Rules Example #209 – Conditional Account Address Validation using Decision Tables
A new knowledge base article has been published on our support portal. Scenario Overview In this example, we need to enforce some validation rules whenever an Account is being updated or created. Whenever the Account is a Preferred Customer or whenever the Credit...
North52 Release – January 2019 – v573
New Features Added support for Data Packager Allow to configure specific encoding on CallRestApi() function Allow support for fully Dynamic Quick Buttons Updated the home configuration license page Allow PriorValue() function access to formatted values Allow regular...
Business Rules Example #208 – Decision Table Rollups – Total Open Opportunities via FindSum
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set and continually update a custom field on the Account entity called 'Total Open Opportunities'. This field is the sum...
Business Rules Example #207 – Decision Table Rollups – Total Open Opportunities via Fetch-Xml (FindSumFD)
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario you have a requirement to set and continually update a custom field on the Account entity called 'Total Open Opportunities'. This field is the sum of...