Scenario Overview

In this scenario the business requirement is to format the main telephone number on the Account entity. The requirement is that if the phone number is 7 or 10 characters long we need to apply the formatting rules else leave the phone number as is.

7 Digit Rule
1234567 -> 123-4567

10 Digit Rule
1234567890 -> (123) 456-7890

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • We create a formula to execute on the 'Create & Update' event of the Account entity
  • We set it only to execute when the Main Phone number gets set initially or updated 
  • It first cleans the telephone number by removing all non digits
  • it then checks to see how many digits are in the phone number
  • Depending on the number of digits it applies a Regex which in effect is the formatting rule or it leaves it as is
  • It places the result back into the Main Phone 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 Source Property field to 'Main Phone'
  • Set the Target Property field to 'Main Phone
  • Copy & paste the formula from below
  • Click save & test on an Account record



   SetVar('CleanedPhoneNumber', RegexReplace([account.telephone1], «\D», '')), 
          Case( CountCharacters(GetVar('CleanedPhoneNumber')),

              When(7), Then (RegexReplace(GetVar('CleanedPhoneNumber'), «(\d{3})(\d{4})», «$1-$2»)),

              When(10), Then (RegexReplace(GetVar('CleanedPhoneNumber'), 
                                         «(\d{3})(\d{3})(\d{4})», «($1) $2-$3»)),



Did you know?

You can Connect to 1000s of Web Services as part of your Decision Logic

When your advanced business rules and complex logic requries that you integrate with other systems North52's Web Fusion functionality can help.  It enables two-way data communication between your Dynamics 365/CRM system and another service or application.

Learn more and see examples of Web Fusion