Scenario Overview

In this business scenario the company determines which Team you are in based on the Business Unit you are in.

Whenever a User is moved to a new Business Unit, they have to be added to their Team automatically. 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

  • A formula of type Save - Perform Action is created on the User entity
  • When the Business Unit changes, the formula is triggered
  • The formula removes the User from all current Teams except for their Business Unit
  • It will then add the User to a Team depending on what Business Unit they are now in

North52 Decision Suite Steps

The following set of steps outline how to create this formula:We will use two Decision Table sheets to keep things clear

Note: you will need to create four Business Units - BU Eastside, BU Westside, BU Northside, BU Southside - as well as their corresponding Teams- Eastside Team Westside Team, Northside Team, Southside Team

  • Create a new formula, setting the following values in the Formula Guide:
    • Source Entity set to User
    • Set Formula Type to Save - Perform Action
    • Select the Decision Table editor
  • Change the Name of the formula to Update Remaining Business Days using Custom Calendar
  • Click Save
  • Make sure the Mode is set to Server Side
  • Make sure the Event is set to Create & Update
  • Expand the Source & Target section
  • For Source Property, select Business Unit
  • Expand Deployment Settings
  • Set Pipeline Stage to Post-Operation (Asynchronous)

Decision Table Setup 

We will set up two Decision Table sheets:

  • Right-click on the Decision Table and select Insert > Insert Decision Table
  • Rename the first sheet to RemoveTeams
    • Double click its name at the bottom of the sheet to rename
  • Select the second sheet and rename it to AddUsertoTeams

Decision Table Sheet: RemoveTeams

  • Right-click cell A2 and select Delete > Delete Column as we don't have any Conditions for this sheet
  • Right-click cell A2 again and select Insert > Insert Inline Calculation
    • Leave the Set Name as it is
  • Select cell A2
    • Go to the Functions tab and search for GetUserTeams
    • Shift click the function GetUserTeams to open up its wizard
      • For Friendly Name, type List of Teams
      • For Input String go to Source tab, expand Source and click on User
      • Click Generate
  • Select cell B2
    • Type Remove Users from All Teams
  • Select cell B4
    • Copy and paste the following formula:
      DoLoop(CountOccurrences(GetVar('List of Teams'), ',')+1,
      iftrue( Split(GetVar('List of Teams'), ',', DoLoopIndex()) != [systemuser.businessunitidname] , 
        RemoveUsersFromTeam(Split(GetVar('List of Teams'), ',', DoLoopIndex()) , [systemuser.systemuserid]) )

Decision Table Sheet: AddUsertoTeams

  • Select cell A2
  • Go to Source and search for Business Unit
  • Expand Source and click on Business Unit (Name)
  • In cell A4, type 'BU Eastside'
  • In cell A5, type 'BU Southside'
  • In cell A6  type 'BU Westside'
  • In cell A7, type 'BU Northside'
    • Note that you will need to have created the four Business Units and their corresponding Teams for this to work 
  • In cell B2, type Add User to Team
  • Select cell B4 and go to the Function tab
    • Search for and select AddUserstoTeam
      • You should now see AddUsersToTeam('teamname', 'users') in cell B4
    • Replace 'teamname' with 'Eastside Team'
    • Delete 'users' and click on  Source tab > Source > Users
      • It should now look like AddUsersToTeam('Eastside Team', [systemuser.systemuserid])
  • Repeat cell B4s step for cell B5, B6 and B7, swapping out the Team with its corresponding Business Unit like in the screen capture below
  • Click Save when done


  • Open up a User record and change its Business Unit to one of the Business Units mentioned above

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