Scenario Overview

In this scenario we have an Advertising company selling TV ads for a period of time with the need to calculate monthly pro-rata dates.

These TV ads were represented as Opportunities in the Dynamics 365 system where you had a campaign start & end date.

Rules for Setting Monthly Dates

Rule #	Description
1	Delete all pre-existing Opportunity ProRata records associated with the opportunity.
2	Calculate the number of months between the campaign start and end dates.
3	Create a new Opportunity ProRata record for every month involved, setting the start and end dates.

North52 Decision Suite Solution

 

Formula Header

The North52 Decision Suite solution works like this:

• A Formula is created which executes whenever an Opportunity is created or updated.
• It checks to see if either of the following fields are changing before it will continue its execution, Campaign Start Date and Campaign End Date

Formula Body

This part of the North52 Decision Suite Solution describes the individual steps that make up the formula. When dealing with these complex formulas it is usually best to think of them like a CRM workflow where each line in the SmartFlow statement is like a step in a CRM workflow.

• Find any existing records & delete them. Executes a fetch-xml statement to find the records.
• Calculates the overall Number of Months involved
• Loops over the number of months where it will create 1 Opportunity ProRata record per month

Pre-Setup 

• Add 2 new datetime fields to the Opportunity entity called Campaign Start Date and Campaign End Date
• Create a new entity called Opportunity ProRata using the screenshot below as a reference
  
  

North52 Decision Suite Steps

• Create a new Formula of type Save - Perform Action
• Set the Event to Create & Update
• Set the Source Entity to Opportunity
• Set the Source Property to Campaign Start Date and Campaign End Date
• Copy & paste the formula below into the formula description field & click save
• Next scroll down to the formula detail grid & add a new record
• Give it the name RemoveOldRecords
• Copy & paste the fetch-xml below into the query field & click save
• You are now ready to test

 

Formula

 SmartFlow(

     DeleteRecordsFD('RemoveOldRecords'),

     SetVar('NoOfMonths', DateDiff([opportunity.new_campaignstartdate], [opportunity.new_campaignenddate], 'pm') ), 
  
   
     DoLoop( GetVar('NoOfMonths') , 
       
                   CreateRecord('new_opportunityprorata',  
                              SetAttribute('new_name', [opportunity.name] + ' - ' +  DoLoopIndex()),
                              SetAttributeLookup('new_opportunityid', 'opportunity', [opportunity.opportunityid]),
                              SetAttribute('new_startdate', 
                                           if( DoLoopIndex() = 0 ,
                                              [opportunity.new_campaignstartdate], 
                                               GetFirstDayOfMonth( [opportunity.new_campaignstartdate], DoLoopIndex()) ) ),
                               SetAttribute('new_enddate', 
                                             if( DoLoopIndex() = GetVar('NoOfMonths')-1,
                                                  [opportunity.new_campaignenddate], 
                                                  GetLastDayOfMonth( [opportunity.new_campaignstartdate], DoLoopIndex())))           
                                  )
              )
    )  

Fetch-Xml

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="new_opportunityprorata">
    <attribute name="new_opportunityprorataid" />
    <attribute name="new_name" />
    <filter type="and">
      <condition attribute="new_opportunityid" operator="eq" value="@opportunityid@" />
    </filter>
  </entity>
</fetch>

Wizard - GetFirstDayOfMonth

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