Creating a North52 Process Genie

North52 Process Genies are useful for extending Dynamics 365 processes such as workflows, dialogs and actions. In Dynamics 365, select Settings->BPA Home: Select Process Genie: Let’s say we want to build a process that will update every account with the number of opportunities they have. The opportunity count will be stored in a new custom field on the account record. To do this, select Account and click Create: This opens … Continue reading Creating a North52 Process Genie

North52 Console Command Create Record

The North52 command console allows you to “manually execute any ad-hoc formulas against your CRM system. Ideal when you just want to update some data within your CRM system.” To run a North52 console command, go to the North52 console menu and select Use the Console Command: This will open the formula guide with the option to select the Command Console. Click Create: This will open: Let’s say we want … Continue reading North52 Console Command Create Record

Creating a North52 Workflow Schedule

To create a schedule, go to Settings->North52 Schedule: If you go through the Home menu, you will see the following options: We will schedule a workflow we have previously built that sends reminder emails if the due date of a task is met. Click on Workflow and then New. You will see the different frequencies that can be set: For the purpose of the demo, I will set the workflow … Continue reading Creating a North52 Workflow Schedule

Creating a North52 AutoNumber Formula

To create a formula in North52, go to Settings->N52 Formula: The following window will open. Click New: This will open: We will create a new AutoNumber formula. Select AutoNumber from the formula type: We will add this to the Account entity and keep the editor as Classic. Click Create on the bottom right: This opens the window below. Note the events you can run this on: Let’s say we want … Continue reading Creating a North52 AutoNumber Formula

Configuring North52 Security

North52 creates 2 security roles: North52 Formula Manager – Administrator North52 Formula Manager – Standard The main security privileges aare to the N52 Custom Entities. Below is the Administrator role: And the Standard role: According to North52 documentation, “As a requirement all users of the system should have at least one of these roles assigned.” The Admin role is for users who want to create, update and delete formulas, and … Continue reading Configuring North52 Security

Installing North52 Business Process Activities

To install North52 Business Process Activities, first go to their¬† website:¬†https://www.north52.com/ Select Business Process Activities and Download North52 BPA: Complete the form to request a download: You will receive an email. Click on the link to download the solution file. Go to Settings->Solutions->Import: Select the file to import: Click Next: Click Import: The solution will import: The solution will appper in the Solutions list. Click to open it: Click to … Continue reading Installing North52 Business Process Activities

Azure Service Bus Messaging with Dynamics 365 Plugin

Dynamics 365 is able to post messages to cloud apps listening on the Azure Service Bus. Here we will go through setting this up and posting a message. First, log onto Azure Portal. Select New and search for and select Service Bus: Click Create: Provide the namespace information and click Create: Open the Service Bus and select Queues: Add a Queue: Enter a name and click Create:   Open the … Continue reading Azure Service Bus Messaging with Dynamics 365 Plugin

Running a Linq Query with Lambda Expressions in Dynamics 365

Here we will go through an example of running a LINQ query with Dynamics 365. First, create a new console app. Add the following assemblies to connect to Dynamics 365: Microsoft.Xrm.Sdk System.ServiceModel Next, add some code. We will first connect to Dynamics 365 using the Organization Service Proxy. From there, we will call EnableProxyTypes. We can then run our LINQ query, which return the name of all accounts: Running this, … Continue reading Running a Linq Query with Lambda Expressions in Dynamics 365

Automatically Route Cases to a Queue

In Dynamics 365, when cases are created, you can configure it to be assigned directly to a specific queue, e.g. to be assigned directly to a specific person, or to be escalated. To do this, you set up Routing Rules. Go to Settings->Service Management: Select Routing Rules Sets: Select New to create a new Routing Rule: We will create a new routing rule to route high priority cases. Enter a … Continue reading Automatically Route Cases to a Queue

Picking and Releasing Cases from Queues

In Dynamics 365, cases are assigned to queues to be processed by support users. Let’s say a user is assigned to a queue, Tier 1 Support. The user can easily see cases assigned to the queue by going to Service->Queues: And filtering the queues: You can see which user is working on which case, if any. By selecting a case from this view, a user has the option to “Pick” … Continue reading Picking and Releasing Cases from Queues