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Scenario Overview

In our example, a customer wishes to know the number of business hours which have elapsed from when a case was created to when a response was made. 

We shall use a North52 function called GetDifferenceWorkingTime() to calculate it. We will then save it in a custom field called Business Hours Elapsed. 

Note : You will need to create a custom field called new_businesshourselapsed for this example. 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

  • Whenever the field Follow Up By is updated on the Case entity,  the formula is triggered
  • The formula will calculate the time elapsed between the Creation On date/time of the case and the Follow Up Bydate/time
  • It will then update a custom field called Business Hours Elapsed with this calculation. 

           

North52 Decision Suite Steps

The following set of steps assumes you are just using the out of the box Dynamics 365 setup. But its easy to enhance if you have extra fields/requirements.

  • Create a new formula of type 'Save - Perform Action'
  • Set the Event field to 'Create & Update'
  • Set the Source Entity to 'Case'
  • Set the Source Entity Property to 'Follow Up By'
  • Copy and paste the formula below into the formula description field and click Save
  • You are ready to test

Formula

UpdateRecord('incident',
          [incident.incidentid],
          SetAttribute('new_businesshourselapsed',  GetDifferenceWorkingTime([incident.createdon],
                                                                                 [incident.followupby],
                                                                                 'false',
                                                                                 '09:00',
                                                                                 '17:00',
                                                                                 'h'))

           )

Wizard - GetDifferenceWorkingTime

Please see below the wizard you can use to create the GetDifferenceWorkingTime() function call used in this formula. 

Note : Setting Business Calendar to True will ensure the formula takes into account non-working weekdays (such as Christmas , New Year's day etc) that have been set up in the Business Closures Calendar: Settings > Business Managment > Business Closures.

Did you know?

You can easily schedule recurring processes or CRM record updates

Every business has recurring processes and tasks that need to be done on repeatable and scheduled basis. Microsoft Dynamics 365 users are often surprised to learn that it is difficult to achieve using standard functionality. The North52 Scheduler makes it easy to trigger workflows and/or advanced business logic for specific entity records on a scheduled basis. 

Key features include:    

  • Create Recurring Schedules within Dynamics CRM
  • Powerful Record Targeting - easily create queries to target a specific set of records
  • High Performance - can process 100,000+ records on a scheduled basis
  • Execute Workflow/Action or Update Entities
  • Native to Dynamics 365

Learn more about the Scheduler

Keywords: UpdateRecord, SetAttribute, Formula Manager