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Note: Microsoft have deprecated the functionality demonstrated in this article. Please use the xRM Sample #106 for translations.

Scenario Overview

In this scenario we have a company with a HQ office in the USA & regional offices in France. The users of the CRM system in France need to enter their notes about the Account record in French and so this needs to be translated to English which is the global language for the company.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • We create a formula that executes whenever the Local Description field changes
  • When this happens we send its details to the Microsoft Translate Web-Service
  • The web-service returns the text translated to English
  • This result is put into the Global Description field

North52 Decision Suite Steps

The following set of steps will set this formula up for you.

  • Create a new formula of type 'Save - To Current Record'
  • Set the Source Entity to 'Account'
  • Set the Event to 'Create & Update'
  • Set the Source Property field to 'Local Description'
  • Set the Target Property to 'Global Language'
  • Copy & paste the formula below into the formula description field
  • Click Save
  • Ready to test.

Formula

if( ContainsData([account.localdescription]), Translate([account.localdescription], 'en'), 'NoOp')

Did you know?

xCache can help with advanced Case prioritization rules

Every organization has different rules for managing case prioritization, some can be very complex.  With North52's business rules engine for Microsoft Dynamics 365 you can use the xCache functionality for impelementing highly efficient case prioritization rules. 

Learn how we do it in this knowledge base article

Keywords: ContainsData, Translate, Formula Manager