Worked business rule examples, release notes, and writing on what it takes to govern decision logic on the Microsoft platform.
Fixed issue from CRM 2013, Update Rollup 2 where the getserverurl() function is no longer supported by Microsoft Fixed issue from CRM 2013, Update Rollup 1 where the label control of html webresources does not get hidden on hiding the entire control Fixed issue from CRM 2011, Update Rollup 16 where
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 Opportunities in the CRM system where yo
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have the need that whenever the description field changes on a Case record we have to update this new description text to a custom field call workscope on the email entity for all related sen
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a fictitious Insurance company that rents out vehicles. The rental agreement between the Insurance company & the customer is represented by a Contract. And the Contract is made up of man
Fixed bug in CRM 2013, Update Rollup 1 when using a formula in a workflow or dialog Added support for Associate & Disassociate events Added new functions StripHtml(), IsUserInSecurityRoles() Perform multiple actions within a single formula Fixed XML encoding issue when deploying formulas Full releas
A new knowledge base article has been published on our support portal. Scenario Overview This scenario relates to a banking requirement about having all contact records restricted from normal users by default. However when a customer rings up to make inquires about their account the customer support
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to provide a daily report of any failed system jobs (i.e. workflows, actions, internal Microsoft jobs) to the system administrator. We decided to use the North52 Scheduler to execute a G
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to provide a way for a user to generate inspection tasks for each product unit being ordered. The requirement was to execute a workflow from an Order and have it look at all t
Fixed bug from CRM 2013, Update Rollup 1 where source & target pick-lists not working Resolved issue with running Process Genie in a dialog Fixed issue updating the status field with UpdateRecord() Add caching option on the FindValue() function Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to be able to use a Round Robin system for assigning new leads to Salespeople. This is a fairly typically scenario that we have come across & implementing this type of a solut
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the users needed the ability to execute a workflow on an Account record which would generate a comma separated list of Case IDs as a note. See below for an example screenshot. View this article
Upgrade Notes Upgrade Actions: http://support.north52.com/knowledgebase/articles/273676-upgrading-to-version-1-0-0-429 Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we have a situation where support staff are responding to Cases via Email. The requirement is that any emails created in the system that are regarding a Case whose first 3 characters of
A new knowledge base article has been published on our support portal. View this article in full on our support portal
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when a Task is created in the system we need to find the latest note that is associated with the regarding field & place it into the description field on the Task record. N52 Formula Manager Sol
Compatible with both CRM 2011 & CRM 2013 Added new functions to support looping, (e.g. ForEachRecord(), DoLoop()) Added new functions to simplify aggregation of data, (e.g. FindSum(), FindAvg(), FindCount(), etc. ) Added new web service, (GeoCodeBing(), GetExchangeRate(), Translate()) Added new stri
Fix to intermittent issue when loading formulas within the formula editor. Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that when a user sets a boolean field ‘Credit Check Contacts’ to true on the Account record it will execute a workflow on each active associated contact record. N52 F
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario it was very important for the people paying Invoices to know the current week number & what the UTC date and time was before paying an Invoice. View this article in full on our support
A new knowledge base article has been published on our support portal. Scenario Overview This business scenario requires us to build a set of dependent pick-lists between the option sets below. We need it so if the continent ‘Europe’ is selected then all the Country pick-list values are filtered to
A new knowledge base article has been published on our support portal. Scenario Overview This business requirement needs us to provide a way to take a set of Invoices & associated line items and clone them on a monthly basis. The requirement was around a recurring billing scenario of services that t
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that whenever a Phone Call record is created in the system we need to look at who (Account Contact) is being called & take the text on its description field and place
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the HR department had a requirement to know the Age of a contact within the CRM system.
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that when a user opens an Account record we need to check if the Send Marketing materials field has been set to ‘Yes’ & if so start a dialog process so the user can
