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 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 user. We will need to ensure this carries ov
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: Each time an Opportunity’s Budget Amou
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 so that when a Quote’s Tax Rate is c
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 the estimated revenue field from all t
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. 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 Open Exchange Rates API and North52 BP
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 Limit is greater than 100,000, we wi
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 comments in Decision Tables Enhan
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 the estimated revenue field from al
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 the estimated revenue field from al
A new knowledge base article has been published on our support portal. Scenario Overview The customer’s requirement in this article was to have a clickable link that would show the oldest unpaid Invoice on that Account. This article can also be acheived using the SmartFlow function – see this knowle
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. This provides useful information for reporting. The solution is achieved by a formula combi
A new knowledge base article has been published on our support portal. Scenario Overview The customer’s requirement in this article was to have a clickable link that would show the oldest unpaid Invoice on that Account. N52 Formula Manager Solution The formula manager solution works like this: We cr
A new knowledge base article has been published on our support portal. Scenario Overview In this example we are going to use a North52 Quick Button to update the quantities on selected write-in Opportunity Products to a default value of 100 units. This will be applied by simply selecting the line it
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 dates. These TV ads were represented as Opportunities in the CRM system where you h
A new knowledge base article has been published on our support portal. Scenario Overview In this example, we will set up a Quick Button on the Account entity. On clicking this button, North52 will open up a new Opportunity entity with 3 fields filled out. These fields will be Description – We will s
New Features Move from CRM 2011 enpoint to only use CRM Web API for 8.2+ Allow to filter duplicates when using TimePeriodsFindGroupOverLapPeriods() function Allow Multi-select fields & values to show up under the Source node Added ability for xCacheLoadLocal to add new fields if exist not Each time
A new knowledge base article has been published on our support portal. Scenario Overview In this example, we will show how to use North52 BPA in conjunction with a Custom Global Action. The main advantages to this type of solution, Allows us to develop custom logic that is not tied to any entity in
A new knowledge base article has been published on our support portal. Scenario Overview This example shows how to set up a Multi-Sheet Decision Table to calculate the yearly holiday entitlements for employees based on their age and length of service. This has previously been solved here using a sin
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to set up a Decision Table that calculates the yearly holiday entitlements for employees based on their age and length of service. For this article it is assumed that you
A new knowledge base article has been published on our support portal. Scenario Overview In this example we are using the ‘Urgent Breeder Selling Program’ advice on the CattleFacts.com.au website. This sample was built based on their documentation and revolves around showing how complex business req
A new knowledge base article has been published on our support portal. Scenario Some businesses have a requirement to create Quotes from previous Invoices. Doing this can be time consuming, especially if the invoice has many product items – copying recreating these can be a task in itself. With Nort
A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s CallRESTApi function. View this article in full on our support portal
A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s Regex functions. View this article in full on our support portal
