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 the North52 formula window:

We will change our display format to integer:

Now, we will want to add code to loop through all the account records. North52 has different formulas to help with looping.

In this case, we will use ForEachRecord:

ForEachRecord('entitycollection', 'action1', 'action2')

We can also create a snippet through the UI:

Which provides the template:

For our code, we will find all accounts called TEST and update the custom field Number of Opportunities field to 0. Note the 2nd parameter contains an EntityCollection:

ForEachRecord(
     FindRecords('account', 'name', 'TEST', '*', '50', true),          
     UpdateRecord('account',                        
     CurrentRecord('accountid'),SetAttribute('new_numberofopportunities', 0))
)

Save the code. Note the Short Code created:

Now, we will create a new workflow to call our Process Genie:

We will run this as an on-demand process:

Add step and select Process Genie:

Set properties:

Enter the Short Code from above:

Now we will run the workflow on demand.

Refresh the record. We can see on running the code accounts have been updated:

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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