Scenario Overview

In this scenario we are using Microsoft Portals for our knowledge base website. We want the Knowledge Base Articles to have a custom URL to help with Search Engine Optimizations.

We wish for the Title of each article to influence this custom URL.

For details on how to set up free Microsoft Portals , please see Microsoft's Portal Documentation 


N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type 'Save - To Current Record' is created
  • It is set to trigger when a Knowledge Article record is created or updated. 
  • The formula will take the info in the Title field and remove any special characters that would affect a URL
  • It will then save this changed info into the Article Public Number field. 


N52 Formula Manager Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Save - To Current Record'
  • Set Event to Create & Update
  • Set Source Entity to 'Knowledge Article'   **
  • Set Source Property to 'Title'
  • Set Target Entity to 'Knowledge Article'
  • Set Target Property to 'Article Public Number'
  • Copy & paste the formula below into the formula 
  • Click save & test

** For Knowledge Article to appear, you will need to have installed Microsoft Portals. Please see Microsoft's Portal Documentation 


First we will need to create the xCache used by the formula. By using Xcache to list our Special Character exceptions, we are avoiding any syntax issues that may arise. 

  • Go to Settings > N52 xCache
  • Create a new xCache
  • Under Category , enter "CustomURL"
  • Under Base Key , enter "CustomURL_And_Replacement"
  • Under Value , paste in "&"
  • Click Save
  • Create a new xCache again
  • Under Category , enter "CustomURL"
  • Under Base Key , enter "CustomURL_Dash_Replacement"
  • Under Value , paste in " ,---,--,/,\"
  • Click Save
  • Create a new xCache again
  • Under Category , enter "CustomURL"
  • Under Base Key , enter "CustomURL_Special_Characters_Replacement"
  • Under Value , paste in "?,",#,.,;,:,*,^,%,@,},{,~,[,],`,|,<,>"
  • Click Save


Smartflow(  SetVar('Custom_URL', Replace([knowledgearticle.title], 
SetVar('Custom_URL', ReplaceMultiple(GetVar('Custom_URL'), 
SetVar('Custom_URL' , ReplaceMultiple(GetVar('Custom_URL'),

Left([knowledgearticle.articlepublicnumber], '8') +
 '-dynamics-crm-365-' + GetVar('Custom_URL')


Quick Button

Please see article  at this link for instructions on how to set up the quick button which will trigger this formula. 

Once all three parts above are finsihed, you are ready to test. 

Did you know?

You can create customized buttons to trigger complex business rules

North52's Decision Suite has functionality that we call Quick Buttons that allows you to place buttons on a form which when clicked will trigger a North52 Formula.  The business rule logic could be as simple as triggering a workflow or a much more complex process which involves many actions - the full power of the North52 business rules engine for Dynamics 365 can be used. 

The button's themselves can be subject to business rules, that show/hide, activate/deactivate or and/or change labels. This is configured using Decision Tables allowing complex decision logic to drive the button options that are presented to users.

Learn more about Quick Buttons