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 the requirement is to change how we contact the customer depending on the category of the Account. If the customer’s Category is set to Preferred Customer, we wish to use the Account Ma
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to disable a Quick button on the Lead Entity unless certain criteria are met. To allow use of the Quick Button labelled Promote, the Budget must be above €5000. Any B
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for the Business Process Flow to move to different stages depending on the value of a field (Est. Revenue). It is required to do this automatically upon saving the Op
A new knowledge base article has been published on our support portal. Scenario Overview Many businesses import data from outside sources and they often will require either validation or clean up of said data. The below example details how any data that is imported in CRM can be put under strict val
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need users creating/updating an Opportunity to fill out different Forms depending on the size of the Opportunity’s estimated revenue. N52 Formula Manager Solution The Formula Manager solution
New Features Allow support for team & business unit entity Decision Table Action Column now supports multiple actions on triple curly brackets Enabled support for Asynchronous formulas across all applicable formula types Enabled support for executing formulas under the System account to get increase
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user creates a new Opportunity in the CRM system, a Currency-based default Price List is automatically set. [Set the price List Lookup on create event of
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details from the new parent account needs to
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you are using the out of the box Phone Call entity and you have a business requirement that when a user opens a Phone Call record that you populate the ‘Actual Start’ date with the current date
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 you can use when a new Contact is created in your Dynamics 365 instance. For this article it is assumed that you have at least basic fami
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 ClientSide Decision Table that you can use to generate an Audit Record ServerSide as well as carry out ClientSide actions. For this article it is assumed that
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 ClientSide Decision Table that you can use to set various notifications on an Opportunity. For this article it is assumed that you have at least basic familia
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 ClientSide Decision Table that you can to make multiple updates and changes to a form depending on various conditions. For this article it is assumed that you
A new knowledge base article has been published on our support portal. Scenario Overview Coronary heart disease (CHD) is a disease in which a waxy substance called plaque builds up inside the coronary arteries. These arteries supply oxygen-rich blood to your heart muscle. You can read more informati
New Features Allow Quick Button to call any formula type Allow you to control the seed value of the Random function Allow failing client-side formulas to just return error message instead of exception Add support for Quick Tile App. New Functions BrowserReload, FormSave, SetLabelSection, SetLabelTab
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 apply the residency rules that full-time students attending Oxford University must adhere to. The documentation for these requirements can be foun
A new knowledge base article has been published on our support portal. Scenario Overview Today’s Veterans have a comprehensive medical benefits package, which VA administers through an annual patient enrollment system. The enrollment system is based on priority groups to ensure health care benefits
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 you can use to customize your Quote Product items unit price based on selected attributes. For this we are using Override Price in the Quo
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 an Insurance Premium for Used Automobiles based on a variety of Risk Factors. For this article it is assumed that you have at l
New Features Add support for the entityimage field Added support for GenerateSalesOrderFromOpportunity & GenerateInvoiceFromOpportunity platform messages Added support to filter erroneous data from formula detail query field Removed the auto setting of blank in SetPickListValues() function Enhanced
A new knowledge base article has been published on our support portal. Scenario Overview Health Coverage Assistance through the Department of Health and Welfare provides health coverage or assistance in paying for health coverage for people who meet certain criteria. This example shows how to set up
A new knowledge base article has been published on our support portal. Scenario Overview The Supplemental Nutrition Assistance Program (a.k.a. the Food Stamp Program) helps low-income families supplement their food needs by providing limited funds in order to buy foods necessary for staying healthy.
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 uses the ClientSideFunction AddPreFilterLookup() to filter a lookup on an Opportunity record based on a variety of business rules. For thi
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 simple Decision Table to convert short-hand notation into numeric values. Sales agents working on the Opportunity entity want to just type 3.4m into a custom
