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. Overview In this business scenario we have an unknown Rogue Process that is setting the Description field to itself in an Account periodically. We are unsure as to what is causing it but we can see it happening. This is having a
A new knowledge base article has been published on our support portal. Overview The business requirement is to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Azure Event Grid. The custom message needs to contain certain
A new knowledge base article has been published on our support portal. Overview In this business scenario we have a custom entity which stores Application data that a User provides. When a User submits this Application, we want to match the details given in the Application with any existing Contact.
New Features Updated publish process so that SDK Message Processing steps related to Actions are rebuilt if missing Updated publish process so that if formula detail is missing its web-resource it is rebuilt Update the function CreateJProperty() to be numeric aware Enhanced performance of formula sa
A new knowledge base article has been published on our support portal. Overview This article shows how to securely store a secret in Azure Key Vault and how to retrieve a secret when required. North52 BPA Solution The North52 BPA solution works like this: A formula is created that will trigger whene
A new knowledge base article has been published on our support portal. Overview This article shows how to retrieve a User ID from a different Dynamics 365 instance using Azure. North52 BPA Solution The North52 BPA solution works like this: A formula is created that will trigger whenever a workflow a
A new knowledge base article has been published on our support portal. Overview This article shows how you can execute a North52 Decision Table as part of a Flow and return a value back to the Flow to be used in a later step. This is conceptually very similar to how the Process Genie functionality
A new knowledge base article has been published on our support portal. Overview In this business scenario we are required to change the Call To field in a Phonecall entity depending on what is entered into the Description field. This is a generic example to highlight the functionality of North52 BPA
A new knowledge base article has been published on our support portal. Overview In this scenario, we require a button that sets a Lead to the status Qualify and creates an Account and a Contact using the data from the Lead. This is very similar to what the Qualify Lead ribbon Microsoft provides does
A new knowledge base article has been published on our support portal. Overview In this scenario, we want to make sure that any Opportunity that is associated with a disabled User gets flagged so that it can be reassigned. We want to show a notification when an Opportunity is opened and the Opportun
A new knowledge base article has been published on our support portal. Overview In this scenario, we want to hide/show the Credit Limit field depending on the value of our Credit Hold field. However this Credit Limit field is in the Header section of our form. We do this by adding the prefix “header
A new knowledge base article has been published on our support portal. Overview In this scenario, we have a custom entity called Skills that we want to use when reviewing a Contacts resumé or CV. The Contact entity has a custom text field called Resumé that we place unformatted resumé text into. We
New Features Added new formula type called Library Calculation Added extra parameter on ThrowError() function to allow for injection of two new lines Added new UCI form for Formula entity Added short-cut key F2 for instant edit mode on Decision Tables Added short-cut key F4 for Toggle Advanced Mode
A new knowledge base article has been published on our support portal. Overview The business requirement was to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Service Bus queue. The custom message needs to contain certa
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 field Category is changed we want the previous value t
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 a user is created. North52 BPA Solut
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 to be filled automatically. We
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 of accounts been made this year.
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 execute a North52 Decision Table
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 Enhance caching on N:1 relationship lookups En
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 Rules functionality enables you to do t
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 to be added to their Team automatically. F
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 custom Calendar so that we know
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 Opportunities; and we want to move all att
