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 will demonstrate how to set up a Decision Table that will segment Contacts into various Age Groups using their Birthday. We also show how we will populate the Next Birthday field so that the
New Features Decision Tables – Add ability to pass calculations as a parameter to an Action Added new parameter to SharePointCreateFolder() function that if folder exists already it will not try to create folder Allowed client-side formula to be attached to a form which is marked customizable = fals
A new knowledge base article has been published on our support portal.
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 we will demonstrate how to quickly and easily set up a Decision Table based around Credit Cards. For this article it is assumed that you have at least basic familiarity with Decision Tables and/
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how this button would appear on the lead
New Features Added a do not show option to the formula guide Enabled aliased fields to show in formula detail tree-view Enabled control of the payload xml for client-side formulas to include sections or fields Added ability to change the North52 security roles due to Microsoft bug with Dynamics-365
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that we need the ability to trigger a Dialog whenever need on a form. To do this, we will set up a Quick Button that triggers this Dialog whenever the field Send Mark
North52 Business Process Activities Has Met Microsoft’s Highest Standard for Partner-Developed Software Solutions Cork, IRELAND – 22 February, 2017 – North52 announced today that its product North52 Business Process Activities, the leading advanced business rules solution for Microsoft Dynamics 365/
A new knowledge base article has been published on our support portal. Scenario Overview In this example we have an requirement to make sure any Contact does not already have a Queue associated with any if its email addresses. Note : You will need to make all three email fields ( Email, Email Addres
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we will move the attachments from the notes on an account to that accounts SharePoint folder. We are using Dynamics 365 Online and SharePoint Online for this example and have structured the for
A new knowledge base article has been published on our support portal. Scenario Overview In our example here, a customer wishes to know the amount of completed tasks on an Opportunity in real time. We shall use a North52 formula type called ‘Save – To Parent ‘ to do this easily. Note : You will need
New Features Added support for aliased field lookup fields for CreateHTMLTable() function SelectForm function checks if form already selected and if so will not re-load Added ability to break out of ForEachRecord Enhanced ability to execute client-side formulas for Decision Tables Added support for
A new knowledge base article has been published on our support portal. Scenario Overview In our example, a customer wishes to know the number of business hours which have elapsed from when a case was created to when a response was made. We shall use a North52 function called GetDifferenceWorkingTime
A new knowledge base article has been published on our support portal. Scenario Overview Our business requirement is that when a user Qualifys a Lead record and an Opportunity gets created, we need to move any notes that users entered on the Lead entity across on to the Opportunity. In our example o
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain fields/sections depending on the Form type the user is using. In this scenario, we are required to hide the Address Section when a user accesses CRM via the Update
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone. In this scenario, we are required to hide the Address Section when a us
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain fields depending on where the user has accessed CRM from. In this scenario, we are required to hide the Address Section when a user accesses CRM via their Mobile. N
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain parts of a form when it is loaded. In this scenario, we are required to hide the Company Profile and the Marketing field whenever the form Account - Read Only is lo
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves the synchronization of fields
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are required to gather a list of all the First Names in an Accounts entity associated Contact. We will save this list into the Description field for simplicity in this example. N52 Formula Ma
A new knowledge base article has been published on our support portal. Scenario Overview A business that is managing construction Opportunities has many dates which specify key milestone dates for managing a bid. They have several active bids at one time and each bid could be at different stages. Th
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, you may require that Account records have their shared access quickly removed when it is needed. This can be done using the RecordUnShareAll function and North52’s Quick Button App. N52 Formula
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, you may require that private Account records be shared quickly with a Secure Team when it is needed. This can be done using the RecordShare function and North52’s Quick Button App. N52 Formula
