N52 BPA - xRM Formula Samples

  1. xRM Formula #1 - AutoNumber

  2. xRM Formula #2 - Geo Encode a set of Dynamics CRM Account Addresses

  3. xRM Formula #3 - Calculate Days Open of Opportunity

  4. xRM Formula #4 - Change Stage of a Business Process Flow

  5. xRM Formula #5 - N:N Rollup - Count Many to Many Relationships

  6. xRM Formula #6 - N:N Relationship Updates

  7. xRM Formula #7 - Set the start time on a Phone Call when record opened

  8. xRM Formula #8 - Create Order Details from Price List

  9. xRM Formula #9 - Fulfilled Order - Decrement Quantity on Hand

  10. xRM Formula #10 - Delete Attachments Older than 3 Years

  11. xRM Formula #11 - Check "is working day?" within process

  12. xRM Formula #12 - Sync. Account Address with all Contacts - 1:N

  13. xRM Formula #13 - Copy data from Account to Contact via onChange event

  14. xRM Formula #14 - Set a default price list for new Opportunities

  15. xRM Formula #15 - Sending HTML formatted Quote emails with a table of products

  16. xRM Formula #16 - Deactivate/Activate Contact Records on Status Change of Account

  17. xRM Formula #17 - Validate data entry of US States

  18. xRM Formula #18 - Rollups - Total Open Opportunities

  19. xRM Formula #19 - Regex for Formatting Telephone Numbers

  20. xRM Formula #20 - Rollups via Workflow - Total Open Opportunities

  21. xRM Formula #21 - Copy Field from the Product to Quote Product record

  22. xRM Formula #22 - Last Note Entered on a Lead

  23. xRM Formula #23 - Update Case with Email Body

  24. xRM Formula #24 - Send Email to Access Team Members

  25. xRM Formula #25 - User Actioned Form Notifications

  26. xRM Formula #26 - Real Time Data Validation

  27. xRM Formula #27 - Sorting IP Addresses

  28. xRM Formula #28 - Set Owner of Account based on Text

  29. xRM Formula #29 - Advanced Set Owner of Account based on Text

  30. xRM Formula #30 - Format Telephone Number

  31. xRM Formula #31 - Move Lead Notes to Opportunity on Qualification

  32. xRM Formula #32 - Validate Dates on Opportunity Record

  33. xRM Formula #33 - Geo Encode the Account Address

  34. xRM Formula #34 - Translate French to English

  35. xRM Formula #35 - Execute a Dialog Process when a User Opens Form

  36. xRM Formula #36 - Display Age of Contact in Words

  37. xRM Formula #37 - Creating Phone Calls - Copy Latest Description

  38. xRM Formula #38 - Recurring Payments (Monthly Cloning of Invoices)

  39. xRM Formula #39 - Dependant Picklists

  40. xRM Formula #40 - Processing Invoices - Week Number & UTC Date

  41. xRM Formula #41 - Execute a Set of Workflows when a Field Changes

  42. xRM Formula #42 - Generate Task with Notes

  43. xRM Formula #43 - Case Resolution Details

  44. xRM Formula #44 - Default the From Address of an Email

  45. xRM Formula #45 - Generate a CSV list of Case IDs

  46. xRM Formula #46 - Round Robin Assignment for Leads

  47. xRM Formula #47 - Sales Orders - Inspection Tasks

  48. xRM Formula #48 - Daily Report of Failed System Jobs

  49. xRM Formula #49 - Share & Unshare Restricted Records

  50. xRM Formula #50 - Calculate Settlement Amount

  51. xRM Formula #51 - Update Closed Emails

  52. xRM Formula #52 - Calculate Pro-Rata Amounts

  53. xRM Formula #53 - Dynamic IFrame Reports

  54. xRM Formula #54 - Generate Invoice & Details from a Contract

  55. xRM Formula #55 - Delete Email Attachments

  56. xRM Formula #56 - Copy Attachments to Email

  57. xRM Formula #57 - Validate SSN

  58. xRM Formula #58 - Dynamically update Email Description

  59. xRM Formula #59 - Active Contracts Warning Message

  60. xRM Formula #60 - Generate Outlook appointment (.ics) as email attachment

  61. xRM Formula #61 - Validate Opportunity Won

  62. xRM Formula #62 - Advanced AutoNumber

  63. xRM Formula #63 - Lookup an Admin Fee for a Quote

  64. xRM Formula #64 - Validate last 4 digits of Credit Card

  65. xRM Formula #65 - Validate that an Opportunity has only one line item

  66. xRM Formula #66 - Quick Button - Generate Weekly Tasks

  67. xRM Formula #67 - Quick Button - Remove members from Marketing List

  68. xRM Formula #68 - Find Oldest Contact

  69. xRM Formula #69 - Retry of Failed System Jobs

  70. xRM Formula #70 - Delete Validation check on Invoice

  71. xRM Formula #71 - Set Lead Status via Appointment record

  72. xRM Formula #72 - Filter Lookup based on record ownership

  73. xRM Formula #73 - Generate Task - Last Day of Month

  74. xRM Formula #74 - Save Dialog Comments as Notes

  75. xRM Formula #75 - Update Opportunity Parent when all Child Product are Completed

  76. xRM Formula #76 - Check Business Process Stage & Opportunity Stakeholder Roles - Part 1

  77. xRM Formula #77 - Check Business Process Stage & Opportunity Stakeholder Roles - Part 2

  78. xRM Formula #78 - Check Business Process Stage & Opportunity Stakeholder Roles - Part 3

  79. xRM Formula #79 - Check Business Process Stage & Opportunity Stakeholder Roles - Part 4

  80. xRM Formula #80 - Automatically add New Product to Price List

  81. xRM Formula #81 - Create and open an appointment for a Lead

  82. xRM Formula #82 - Customise Available times for Phone calls

  83. xRM Formula #83 - Send Sales Literature via Dialog

  84. xRM Formula #84 - Send Sales Literature with a Case Template Email via Dialog

  85. xRM Formula #85 - Voice of the Customer - Survey Response 1

  86. xRM Formula #86 - Voice of the Customer - Survey Response 2

  87. xRM Formula #87 - Voice of the Customer - Case Resolution Survey - Email Template

  88. xRM Formula #88 - Voice of the Customer - Modify Survey Score

  89. xRM Formula #89 - Synchronize Data with external system via Rest webservices

  90. xRM Formula #90 - Template Emails

  91. xRM Formula #91 - Audit History via PDF

  92. xRM Formula #92 - Different Actions based on different field changes

  93. xRM Formula #93 - Comma Separated List

  94. xRM Formula #94 - Auto Follow an Opportunity when added to Sales Team

  95. xRM Formula #95 - Send Email to Sales Team Members when Opportunity is Closed

  96. xRM Formula #96 - Control Picklist Values by Security role

  97. xRM Formula #97 - Calculate Driving Distance and Travel time using Bing Maps

  98. xRM Formula #98 - Automatically attach SharePoint documents to an email

  99. xRM Formula #99 - Creating an email address on a record using regular expressions

  100. xRM Formula #100 - Trigger AutoNumber based on Opportunity Process Stage Only

  101. xRM Formula #101 - Prevent changes to existing notes on closed Cases

  102. xRM Formula #102 - Updating the Tax on Order Products

  103. xRM Formula #103 - Enable and Disable Users depending on work shifts

  104. xRM Formula #104 - Cloning a Record with Field Level Security

  105. xRM Formula #105 - (Quick Button v2) Create and open an appointment for a Lead

  106. xRM Formula #106 - Translation from French to English

  107. xRM Formula #107 - Creating a Contact from a Lead

  108. xRM Formula #108 - Automatically Add Competitors to Parent Accounts

  109. xRM Formula #109 - Convert Word Document created from Template to PDF

  110. xRM Formula #110 - Send weekly reminder to update open Opportunities

  111. xRM Formula #111 - Setting SharePoint Document Locations - Classic Formula

  112. xRM Formula #112 - Setting SharePoint Document Locations - Decision Table

  113. xRM Formula #113 - Add Lead to Marketing List via Workflow

  114. xRM Formula #114 - Transfer Note attachments to a SharePoint folder with Quick Button

  115. xRM Formula #115 - Managing address changes using the UpdateCreateRecord function

  116. xRM Formula #116 - Calculate Percentage of Estimate on Opportunity

  117. xRM Formula #117 - Build CSV list of Product Names on Opportunity

  118. xRM Formula #118 - Manipulating data before it commits to the database

  119. xRm Formula #119 - Synchronise Primary Contact Name to Description field

  120. xRM Formula #120 - Execute an Action with parameters within a formula

  121. xRM Formula #121 - Invoice Product Summary

  122. xRM Formula #122 - Automatically Change Business Process Flow Stage based on User Input

  123. xRM Formula #123 - Add Task to Queue when field meets criteria

  124. xRM Formula #124 - Generate a random number for the Case entity using AutoNumber

  125. xRM Formula #125 - Calculate Date and Time for a specific time zone

  126. xRM Formula #126 - Calculate Sales Tax with an Action

  127. xRM Formula #127 - Combine Address fields to a single field

  128. xRM Formula #128 - Auto-Save form if certain info is entered

  129. xRM Formula #129 - Internal Process Auditing - Random Sampling

  130. xRM Formula #130 - Restoring a field after accidental Bulk Edits.

  131. xRM Formula #131 - Reload Browser if certain info is entered

  132. xRM Formula #132 - Auto-create a follow up task X amount of time after completion

  133. xRM Formula #133 - Quick Button Share Record with Secure Team

  134. xRM Formula #134 - Quick Button - Remove Shared Access to Account

  135. xRM Formula #135 - Get next Milestone Date

  136. xRM Formula #136 - Get Associated First Names of an Account

  137. xRM Formula #137 - Sync. Account Address with all Contacts using Asynchronous processes

  138. xRM Formula #138 - Hide Section of a specific Form

  139. xRM Formula #139 - Conceal Form Section via ClientState

  140. xRM Formula #140 - Conceal Form Section via FormFactor

  141. xRM Formula #141 - Conceal Form Section via FormType

  142. xRM Formula #142 - Move Lead Notes to Opportunity on Qualification (Execute As)

  143. xRM Formula #143 - Calculate Elapsed Business Hours

  144. xRM Formula #144 - Setting Completed Tasks on an Opportunity in real time

  145. xRM Formula #145 - Move Note Attachments to Sharepoint

  146. xRM Formula #146 - Avoid Queue Email Duplication in Contact

  147. xRM Formula #147 - Execute a Dialog using a Quick Button

  148. xRM Formula #148 - Create and open an appointment for a Lead using Advanced Quick Button

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