Worked business rule examples, release notes, and writing on what it takes to govern decision logic on the Microsoft platform.
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 Account record in French and so this
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to Geo-Encode the address details of the Account entity whenever the address changes on the Account record. We use the Microsoft GeoEncode web-service to take the address detail
Update for Microsoft Security Patch KB2840628 (https://technet.microsoft.com/en-us/security/bulletin/MS13-052) Resolved issue when logging set to Error some Information logs would get created Added support for GetPartyListCount() function Allows users to add their own custom views to the formula ent
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is to validate that the Estimated Close Date on the Opportunity record cannot be set to a date before the create date. N52 Formula Manager Solution The Formula Manager s
Today we are announcing our first accelerator called N52 Opportunity Analytics. We have several of these accelerators planned & there aim is to solve real world Dynamics CRM problems. All accelerators will be using N52 Formula Manager and will in effect act as mini showcases of the product. They wil
A new knowledge base article has been published on our support portal. Scenario Overview Our business requirement is that when a user Qualify’s a Lead record & an Opportunity gets created we need to move any notes that users entered on the Lead entity across on to the Opportunity. N52 Formula Manage
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to format the main telephone number on the Account entity. The requirement is that if the phone number is 7 or 10 characters long we need to apply the formatting rule
A new knowledge base article has been published on our support portal. Scenario Overview In the previous sample we saw the following requirement that we had a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can se
A new knowledge base article has been published on our support portal. Scenario Overview The business requirement here is that we have a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can set a text field with th
Added support for updating owner field for save to children Resolved issue with client-side formulas relating to string encoding Added support for GetPartyListItemName() function Added support for GetPartyListItemType() function Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview This is a bit of a strange business requirement but a customer was storing IP addresses in there CRM system & they needed to create a view which sorted the IP Addresses.We decided the easiest way was to pad the
A new knowledge base article has been published on our support portal. Scenario Overview This is a follow on scenario to xRM Formula #25 User Actioned Form Notifications. Its business scenario was that whenever a user opens an Account record or a user changes the category of a customer that you chec
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement that whenever a user opens an Account record or a user changes the category of a customer that you check the value of outstanding Invoices for that customer. And
Enhanced support for Outlook offline mode in relation to client side formulas Fixed issue with setting currency values with CreateRecord() & UpdateRecord() Added function GetNextWorkingTime() Enhanced ExecuteWorkflow() function so it can run server-side Added feature to clean up public saved views a
A new knowledge base article has been published on our support portal. Scenario Overview In this business 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 Individual Email when the Opportuni
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario when a user converts an Email to a Case you need to ensure that the description field (Body) from the Email is copied across without formatting to the newly created Case. This formula c
A new knowledge base article has been published on our support portal. Scenario Overview This business requirement sees a custom field on the Lead entity called ‘Last Note Entered’ which is a datetime field. This field is to be populated with the current datetime whenever a new note is created or up
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to copy the field ’Standard Cost’ from the product entity record on to the ‘Quote Product’ record whenever the ’Quote Product’ is created. This is primarily used
Fix floating point datatype issue Add support for save to children formula type for different fields Fix invalid lookup values for client side Fix tab and section name retrieval on a form Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from all
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to format the main telephone number field of the Account entity. The format needs to look like this “207.555.3652”. This makes the phone number formatting consistent across all accounts
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from all
Added support for client side formulae Added support for no lock on aggregate operations Fix for multiple formulae when using delete event Add support for CASE statement Add support for GetNextWorkingDay function Add support for IsWorkingDay function Add support for DiffWorkingDays function Add supp
This post is all about pricing our Dynamics CRM 2011 add-on product N52 Formula Manager. And the lessons we have learnt since launching in July of this year. The single biggest lesson, ‘Keep it simple stupid’. Our team knows this rule and yet we ended up with a complex model of trying to keep every
