Transcript:
0:05 hello everybody my name is John Grace
0:08 and um I'm from North52 and today's
0:12 webinar we're going to be giving you a
0:14 little bit of a background um for what
0:16 n52 does especially our product business
0:18 process activities and we're going to
0:21 give you some uh demos into um some
0:24 upcoming features that we have that
0:25 we're releasing um next week um so
0:28 hopefully there some really good uh
0:29 demos there for
0:30 for for
0:31 people um oh actually just to mention as
0:34 well that um just housekeeping if you've
0:36 got any questions joing the presentation
0:39 just um just send a just use the chat
0:41 you'll see it here in Zoom um and just
0:44 send a a message and Bruce boxton from
0:47 North52's is is on as well and Bruce Will
0:50 um pick up any questions and hopefully
0:52 answer you and if we can answer any
0:54 questions we'll do we'll do a follow-up
0:56 um and I'll I'll take some pauses as
0:58 well to ask Bruce is there any questions
1:01 um just following on that can everyone
1:03 um send messages either to everyone or
1:06 private message uh me please not not
1:09 don't send them to John yeah that would
1:12 be
1:13 useful okay um so the so the the key
1:16 purpose for today is that we're going to
1:18 be doing a new release on the 1st of
1:19 December so um next Monday and so we're
1:24 Microsoft has got a big uh convergence
1:26 conference in Barcelona so we're
1:28 launching um at the conference so we
1:30 we're we're going to be over at the com
1:31 at the conference as well so if anybody
1:33 wants to come over um to our booth
1:35 number 53 um see some demos or just ask
1:38 questions you're more than welcome to um
1:41 and that would be great
1:43 so as I mentioned earlier we're a an isv
1:47 Microsoft isv so we develop add-ons for
1:50 dynamic CRM and the core product that we
1:53 have is we've written a an advanced
1:55 business rules engine for the Dynamics
1:57 CRM so what does that mean
2:00 that that that means instead of you
2:02 having to write um you know thousands of
2:05 lines of C or JavaScript code you can
2:08 easily just do it U using a um writing
2:12 like Excel like formulas just mute
2:15 everyone
2:16 again um so it's just a lot more it
2:20 makes you a lot more productive in
2:21 creating your business rules and what
2:23 we're trying to do is give you um an
2:25 outof the-box um experience just like
2:27 how Microsoft provide with like point
2:30 and click and drag and drop we're trying
2:31 to do the same for advanced business
2:34 rules um with most Dynamics CRM projects
2:38 um you know again Dynamic serm is
2:40 fantastic you know you can create your
2:41 entities create workflows create
2:43 dialogues but for nearly all projects
2:45 there's some custom coding involved um
2:48 whether it's C or JavaScript or some
2:51 integration that you need to do and and
2:53 this is what really adds a lot of um a
2:55 lot of time to projects a lot of expense
2:58 um and just adding a lot of risk to your
3:00 projects so what we've tried to do is
3:02 take that risk expense um and time
3:05 factor out of the equation and just make
3:07 it all like what Microsoft have
3:09 themselves a pointand click um kind of
3:13 interface to develop Advanced business
3:15 rules and then if you look at it from a
3:17 CRM partner point of view um so like
3:20 your gold Partners silver um presidence
3:23 Club Inner Circle you know the problem
3:25 is even more exacerbated for them
3:27 they're um you know trying to find good
3:30 people see people is really hard um you
3:33 you know you try and create some
3:34 reusable libraries um uh nearly all of
3:37 the team here at North52 you know worked
3:39 for um gold Partners years ago using CRM
3:42 back in in version three days um and you
3:45 know we were had our our own reusable
3:47 libraries and you know we said there has
3:48 to be a better way to do this um so
3:50 that's where we came up with the idea
3:52 for business process activities and to
3:54 be able to bring this capability to um
3:57 that Dynamic CRM rather than having to
3:59 you know have hardcore developers um
4:03 create the logic for
4:05 you so the core solution we came up with
4:08 um it's just a it's a managed solution
4:10 so it's a it's a single you know zip
4:12 file that you install into your CRM
4:14 system there's no additional servers um
4:17 that need to be um provisioned or
4:20 configured there's no additional client
4:22 utilities that you need to download onto
4:24 your PC or laptop it just all sits
4:27 natively within Dynamic CRM so that
4:30 gives us a great advantage in terms of
4:31 you know for any of your functional
4:33 Consultants your Bas or your even
4:35 developers you know they're used to
4:37 going in creating workflows and dynamic
4:38 CRM or our our dialogues or entities and
4:41 we've put all our formula editor UI and
4:44 all our business rules um into Dynamic
4:46 CRM so it has the same look and feel so
4:49 um your your staff should be able to get
4:51 up uh to speed um a lot more
4:55 quickly just um just a slide on just
4:58 some of our cents who rely on us people
5:01 always ask us you know who's using nor
5:03 52 BPA and just two call outs here one
5:06 is to metrobank so metrobank are they
5:09 were the case reference study for
5:11 Microsoft for CRM 2013 and 2015 so
5:15 they're using CRM online they're
5:16 actually a retail bank in the United
5:17 Kingdom so they're they're super high
5:19 profile for Microsoft and they use nor
5:22 52 extensively on their um crn system
5:26 and one of the reasons that they use us
5:28 and they've got two MVPs on their team
5:30 so they've got lots of experience um but
5:33 what they found was by using North52 to
5:36 create the business rules it freed up
5:38 their development team to do higher
5:41 value items and for them it was create a
5:44 custom Windows 8 app so that when
5:46 somebody came into the bank they would
5:48 interact with the uh windows8 app and
5:50 having their their you know their really
5:52 good developers work on that rather than
5:54 working on kind of like business rules
5:56 within CRM you know that was a great
5:58 advantage to them and then the second
6:00 point I just want to call out um people
6:02 ask us your who's your biggest um or one
6:04 of your biggest um installations so
6:07 there's one of our customers there's um
6:10 just over six and a half thousand users
6:12 there's eight application servers so
6:14 different eight sandbox systems and
6:16 there is quarter of a terabyte of of RAM
6:18 on the SQL Server so it's a quite a
6:20 chunky operation they have there and
6:22 they use Norm 52 extensively to do their
6:25 um business rules and and to do their
6:27 calculations and that one is it's a true
6:30 24x7 operation they um they get like one
6:33 hour of downtime a week that has to be
6:35 scheduled if they want to do an upgrade
6:37 um so it's a very intense um well it's
6:41 really an xrm type system so that's just
6:43 on that um we're up on pinpoint so if
6:47 you want to just go up and see any of
6:48 the reviews that people have put to us
6:49 you can easily see
6:51 it let
6:53 just okay mute everybody
6:56 again so this is the the most important
6:59 um slide that that we have so what we're
7:03 trying to show here is what's kind of
7:05 like a typical CRM or xrm type project
7:08 for for Dynamics and again you know
7:11 Microsoft CRM out of the box is very
7:13 cool and you know you can do probably
7:16 70% um of your of your project just
7:19 using the out of the box um options
7:22 you're creating entities workflows
7:24 dialogues the the business rules that
7:26 they have um Etc but you'll always
7:29 always find um you know for any you know
7:32 anything more than a trivial project
7:33 that you need some custom coding or
7:35 custom configuration so that's where nor
7:37 52 BPA comes in so we reckon we can take
7:40 about the next 25% of that and then
7:43 there's like you know always like 5%
7:46 that requires completely custom coding
7:48 that you have to get your own developers
7:49 involved you know for items like calling
7:52 an article store procedure or maybe
7:54 calling a soap based web service you
7:57 know items that we're not going to
7:59 support um or we're not going to do at
8:02 least right now um so um of the 25% that
8:07 BPA can do we've got seven these Seven
8:10 Pillars that we speak uh speak about so
8:12 the first one is is Formula manager
8:14 that's where it all started and there's
8:17 really this slide is slightly out of
8:18 there there's actually over 300
8:20 functions now that are um in the in
8:23 Formula manager so that's got you know
8:25 functions if you've ever needed to get
8:27 the last uh day of the month you know
8:29 that's not an outof the-box um feature
8:32 from Microsoft CRM but we provide that
8:35 to you as a function that you can use in
8:37 any of your formulas so just lots and
8:39 lots of functions for for common tasks
8:42 the second pillar is process Genie so
8:44 that's where you want to call one of our
8:47 formulas um within a workflow a dialogue
8:50 or an action so again a good example is
8:53 get last day of the month so you might
8:56 be inside in your workflow and you have
8:57 you know five or six steps and then then
8:59 there's you know step number seven maybe
9:02 and you want to get the last day of the
9:03 month to be able to you know update an
9:05 entity what what you can do with process
9:07 Genie because process Genie is really
9:09 just a custom workflow activity you can
9:12 drop in process Genie as a step in your
9:15 workflow it will calculate the uh last
9:19 day in the month so now you can use that
9:21 that that day time field to update your
9:24 entity or do other calculations with so
9:27 just um uh workflow is dialogue con
9:29 action so very powerful um scheduler
9:32 then so if you've ever needed the
9:34 ability to you know run a batch job at 2
9:36 a.m. every night um we've got a
9:40 scheduler which will do that for you and
9:42 this all runs in the sandbox like I
9:43 mentioned earlier on so there's no extra
9:45 components to install um service to
9:48 provision all runs in the sandbox um and
9:50 it's and it's all um it's all supported
9:53 by Microsoft there's no tricks that
9:54 we're doing or anything like that um and
9:57 just an example of a of a schedule again
9:59 going back to the Metro Bank example
10:01 they're on a schedule every night to
10:03 look for um accounts that are overdrawn
10:07 and if the account is overdrawn then
10:09 they want to kick off a workflow so
10:11 maybe you know thousand accounts that
10:12 are overdrawn today so kick off one
10:14 workflow per account to do some
10:16 follow-ups um and the scheduler it's
10:19 it's it's you know you can configure it
10:20 daily weekly monthly um and there
10:23 there's a lot of scalability to our
10:24 schuer so if you really need to hit like
10:27 a million records we can do that for you
10:30 in a very um performant way so we can
10:34 run schedules in parallel but we can
10:36 also run it during kind of the middle of
10:38 the day during your working hours um so
10:40 you can have your again like Metro
10:42 bank's a good example they have a couple
10:43 of thousand users you know working
10:44 throughout the day and they're using the
10:46 scheduler and you know we won't you know
10:48 take over the CRM system by kicking off
10:50 lots and lots of workflows we can we can
10:52 throttle it in effect so there's a lot
10:54 of smarts built in there to protect
10:56 yourself the next pillar is smart flow
11:00 so smart flow the best way to think
11:02 about it is it's like workflows in
11:04 Dynamic CRM where workflow has steps so
11:07 you you know step to create a record
11:09 update a record send an email Etc so
11:13 with smart flows uh we've got steps as
11:15 well um and the steps can use any of the
11:18 300 functions that we've created so you
11:21 might have a step to retrieve all the
11:24 accounts in the um in the CRM system
11:28 then you might want to Loop over all
11:29 those accounts and you know synchronize
11:32 the address on the account down to all
11:34 the contact records um and then you
11:36 might have another step then on the
11:38 contact record to kick off workflow um
11:40 so multiple steps um actually a better
11:43 example there is around actually for we
11:46 had a customer they were doing insurance
11:49 settlements so if somebody um they had
11:52 contract they were actually was for
11:54 insurance for fleets of car so you might
11:56 have a contract for 12 months and so
11:59 somebody wants to break the contract
12:00 maybe halfway through so six months
12:02 through you have to calculate the
12:04 settlement amount you know like to get
12:05 out of the contract how much would it
12:07 cost um and there were they had like
12:08 these you know eight or nine steps
12:11 calculations that they had to do so we
12:13 had to look up data in different
12:15 entities in CRM so a data to get the
12:17 admin fee um an entity to look up to get
12:21 the you know the the the number of
12:23 months remaining on on the contract and
12:25 it to get the um the original cost of
12:28 the contract and gather all this data
12:30 like a step by step and then perform a
12:32 calculation at the end to work out what
12:34 the settlement amount was um again you'd
12:36 have to write lots of C code to do that
12:39 in Dynamic CRM and we just make it all
12:42 um point and click with our editor xach
12:45 then is very important around
12:48 configuration of data so you know over
12:51 and over again you'll see in Dynamic CRM
12:53 systems um you know as an example you
12:55 know you want to connect CRM online to
12:58 SharePoint online
12:59 um where do you store the username and
13:01 password for the SharePoint user that
13:03 you want to con connect as um so we've
13:06 got xcash where you can store any of
13:08 that configuration data the same if you
13:10 want to store like um datat rates or GST
13:13 or or sales tax percentages so like for
13:17 every transaction you know they add
13:18 let's say 9% sales tax where where do
13:21 you store that
13:22 9% and how do you make it configurable
13:26 over time so it's 9% for the year 2015
13:29 15 but for 2016 you know the government
13:32 decided to put it up to 12% how do you
13:34 how do you store how do you configure it
13:36 and how do you reference it so xcash uh
13:39 takes care of a lot of that and actually
13:41 xcash is a it's for the technical folks
13:44 it's a distributed cach running within
13:46 the sandbox so in that example I gave
13:49 you of the customer with eight
13:50 application servers um we'll have a
13:53 cache going across those there's
13:55 actually eight individual caches but
13:57 they're all synchronized um
13:59 um um across all eight instances so it's
14:02 the same data that that you're
14:04 requesting um so it just makes you know
14:06 crn especially C online go very very
14:08 fast the next one next pillar is U web
14:11 Fusion so web Fusion allows us to call
14:14 any rest based web service so two good
14:18 examples of that is if you ever had the
14:20 need to send an SMS message from theic
14:23 CRM so what we what we can do with one
14:25 of our formulas with web Fusion is um
14:28 there's lots Telos out there one of them
14:30 is twio um what you can do is you can
14:33 send them a you can call their web
14:35 service and send the mobile telephone
14:38 number on the contact and maybe a a
14:41 piece of text in a in a workflow or
14:43 maybe some entity that you have a a
14:44 message that you want to send them um so
14:47 you make that web service call you send
14:49 those two pieces of data and they will
14:50 send the SMS message on your behalf and
14:53 then you can get the um the response
14:55 back and poal into CRM as well and then
14:57 the other good example uh um around U
15:00 web services is cleaning your data so if
15:03 you've ever had the need you know you've
15:05 got um all your accounts and CRM you've
15:07 got all your address one address two
15:09 address three city state tip um maybe
15:12 somebody has spelled um New York wrong
15:15 um so what you can do or maybe you have
15:17 the ZIP code wrong you can take that
15:19 address within CRM um call out to a web
15:22 service um some common ones are Melissa
15:25 data and smarty streets are very too
15:27 strike iron actually in the United
15:28 States very very common ones um and they
15:31 will return you back the cleaned and
15:33 verified address so New York will be
15:35 spent spelled correctly or the ZIP code
15:38 would be um you know correctly formatted
15:41 or whatever um and again just all using
15:43 you know point and click UI and then the
15:45 last item which is the the one we really
15:47 want to show in the demos today is
15:49 decision tables so a decision table it's
15:52 basically a it's like an an Excel well
15:55 it is an Excel format for storing
15:57 business rules so
15:59 um instead of you know a lot of FS that
16:01 you might see in in in the business rul
16:04 in Dynamic CRM or in C you just have
16:06 rows and colums within an Excel
16:08 spreadsheet that Define all the business
16:10 rules so it's it should be should be
16:13 very instantaneous when you look at a
16:15 decision table what it's doing um and
16:18 I've got plenty of examples and demos
16:20 that I'm going to show you later on for
16:22 that um so there are the Seven Pillars
16:24 so they're that's like the core of what
16:27 business process activity does
16:31 um just on our
16:33 advantages um the only one I really
16:36 wanted to say here is about the um you
16:39 deploy out some some some business rules
16:41 some formulas um it's all going great
16:44 for the first six months and then the
16:46 business team come back and they say
16:48 John you know what we there's been a new
16:50 regulation change and we need to uh
16:51 change some of the the formulas the
16:53 business rules that we put out
16:56 um you um using North52 instead of having
17:00 to you know open up um or first find the
17:02 developer who wrote the code originally
17:04 um you know if you're doing a custom job
17:06 find the developer check find the code
17:08 in TFS check it out make the changes get
17:11 the unit tests in place get it deployed
17:14 out to your Dev servers and go through
17:16 all those procedures it's a lot easier
17:19 it's at least 10 times easier to be able
17:21 to just come in through Dynamic CRM open
17:24 up the formula in CRM make the change
17:29 apply your testing inside there and and
17:31 start getting it deployed out to your um
17:33 test and your production systems so it's
17:35 just significantly faster it's just like
17:38 um you know if you're doing a dialogue
17:40 or workflow on CRM and somebody asks you
17:42 to make a bit of a change to it you know
17:44 it's a lot easier if you can just use
17:45 the the CRM native UI to do it rather
17:48 than having to fire up visual studio to
17:50 be able to make a change or even some
17:52 some JavaScript
17:55 code this is just one sample that we
17:58 that we really like to to show people um
18:00 we got um this is going back nearly two
18:02 years ago now where we got some um
18:05 feedback from a company um there were a
18:07 prospect and they had a CRM system I
18:10 think since version four and the S guys
18:14 really didn't like the CRM system um and
18:16 one of the reasons was that they were
18:18 coming in and the sales guys were
18:19 creating orders within the CRM system um
18:22 so they create the order pick out the
18:23 price list and then they would have to
18:25 add 10 to 15 line items on the order and
18:29 if you remember back in the serum 4 days
18:31 um and even today it's a there's just
18:33 still there's quite a lot of point you
18:35 know a lot of clicking you got you know
18:36 add the product to open Windows close it
18:38 down etc etc so we added this one
18:42 formula uh to the um to the creative end
18:46 of the order entity so that what the
18:49 formula says is um so it's for each
18:52 record so it's a loop it says find me
18:54 all the products um associated with this
18:57 price list so it brings back maybe 12
18:59 products then it Loops over those 12
19:02 products and it creates the line items
19:04 for the order so this was fantastic so
19:07 now the experience for the sales guy was
19:10 he came in create um created his order
19:12 picked out his price list he clicks save
19:15 and uh when the save completes
19:17 automatically the 12 line items are
19:20 created for him so now the sales gu is
19:23 absolutely delighted because he can come
19:24 in and he can just change the quantity
19:27 change the um discounts maybe delete a
19:30 line item if he wants and he's done and
19:32 he's away on to his next job and that
19:34 this one formula really helped to you
19:36 know get the CRM system engaged with the
19:39 with the salespeople um and it took
19:41 about you know it took about five
19:43 minutes to write that formulas um so it
19:45 was pretty
19:47 easy the other item that we have um we
19:50 only launched these a couple of months
19:52 back so maybe not everybody knows about
19:54 them but we have not 52 apps um so
19:58 whatever we see the need for where you
20:00 might need one or two custom entities
20:03 and some and maybe four or five
20:04 different formulas what we've decided to
20:06 do is um wrap those up into a little
20:09 managed or unmanaged solution if you
20:11 want um and you can download them from
20:13 our our our website for free so if you
20:16 needed an app you know to send SMS
20:17 messages we've got one done for you
20:19 already and you can just go up download
20:21 it um import into your CRM system you
20:24 need to do some configuration to connect
20:26 to your Telco provider like twilio but
20:28 you know 90% of the work is done and the
20:31 same for the quick button app again um a
20:34 lot of these apps they're like feedback
20:36 we get from customers saying um you know
20:38 we really would love to have just a
20:40 dedicated button on the form rather than
20:42 using the command menus so we just
20:45 created a little quick button app and
20:47 then using the Nord 52 SDK we're able to
20:50 call our formulas from from that um
20:52 button on the form um and so an example
20:55 of that is where or actually people want
20:57 to kick off dialogues that was one of
20:59 the first requests we got where um the
21:02 users would come in and they just wanted
21:03 a big button on the form you click the
21:05 button and it Stacks the dialogue um and
21:09 that those buttons as well they're
21:10 really cool because they'll work on like
21:12 the iPad app so that new iPad app that
21:15 Microsoft has um those buttons will
21:17 appear those because it's really just a
21:19 custom web resource so now in your iPad
21:22 app you can see that button process
21:24 expense so a manager you know it makes
21:26 it you know very easy for them to know
21:28 what to do they just click the button
21:30 it's going to call the the formula maybe
21:32 to execute a workflow and it'll start to
21:33 do the the workflow process so just very
21:36 very useful and there's more of those
21:38 coming in 2016 we've we've got a list as
21:40 long as you're around uh to
21:42 do um so that was just it on the slides
21:46 um just to give you um a brief
21:47 introduction for what we do at North52
21:49 and I'm going to go on to the demos now
21:52 um Bruce was there any questions that we
21:54 wanted to
21:55 take uh nothing at this stage okay cool
21:58 thanks
22:00 Bruce so let's just pop
22:07 out so this is um Dynamic CRM I'm sure
22:11 you're all familiar with it it's a CRM
22:12 2015 update one um and we're running
22:15 with uh CRM online so just for the new
22:19 people who might not be familiar with
22:20 North52 uh this is the manag solution
22:23 that gets installed um so you download
22:26 you can download this off a website um
22:28 probably we may or may not have to give
22:29 you um a license key depending on what
22:31 functionality you you require but you
22:33 install this as a managed solution and
22:35 it's got all our our logic and our our
22:37 core engine sits inside in this manage
22:40 solution um we also install a deployment
22:43 solution this is just a default one so
22:46 um for the formulas for the schedules
22:48 for the xcash records where we store
22:50 them and and this solution you know we
22:53 use the same Paradigm that Microsoft
22:55 used for moving you know entities for
22:57 the same for formulas and schedule to to
22:59 go between um development to test
23:02 production you just export out the
23:04 solution import it into your production
23:06 environment um click publish all and and
23:09 and you're ready to go so we use the
23:10 same as Microsoft and that gets us a lot
23:12 of benefits again why we're native and
23:14 like all in and dynamic CRM is the same
23:17 Source control management system that
23:19 you have for for your for your let's say
23:21 your JavaScript your images files you
23:24 can use the exact same for your formulas
23:26 schedule and xcash record so can be
23:28 completely managed using the exact same
23:31 process that you're using whether it's
23:32 TFS you maybe you're using our per force
23:34 or any one of these um so we try to make
23:38 it you know fit in um with your
23:40 environment we also just install this um
23:44 menu here to have people easily navigate
23:46 around so you can see here it's just a
23:49 set of quick links really um you can
23:51 open up our configuration file open up
23:53 our search or search or Trace log um and
23:56 then there's just some quick links if
23:57 you want a quick quickly create an auton
23:59 number type formula or a you know safe
24:01 to parent type formula there's a whole
24:03 bunch of them there same for the
24:05 schedules etc etc so that's just the
24:08 what gets installed so the first example
24:11 I'm going to show you
24:13 today so I'm just going to go to list of
24:18 formulas so it signed me out for some
24:26 reason let me just L back
24:48 in just loging
24:51 in go back to formulas so you can see
24:54 here we've also got a site map where
24:55 we've got our core you know formulas
24:57 schedules X records so just click on
25:00 formula so we we use a an entity in CRM
25:05 to store all the formulas so um you know
25:08 it works just like you you'd expect
25:10 within CRM so it's a very native UI and
25:13 the first example I'm going to show you
25:15 today is a is around eligibility so
25:19 eligibility is very common in um CRM
25:22 type projects and what eligibility is is
25:24 like do you qualify or are you entitled
25:27 to something
25:28 and in this case um we're a financial
25:31 services company is the example and
25:33 they're working out are you eligible for
25:36 a platinum um credit card so this is
25:40 just again for new people who might not
25:42 you know have seen r52 before this is
25:44 the editing experience that we have
25:46 within Dynamic CRM to be able to create
25:48 your formulas and for like 95% you never
25:52 have to leave this screen so um you can
25:55 like configure the vast majority of your
25:57 business rules just in this one screen
25:59 it's very very powerful um it's broken
26:02 up into three main sections so you can
26:05 see here on the right hand side we have
26:07 what we call the registration or um when
26:09 is the formula or the business rule
26:12 going to be triggered um so it's got a
26:15 um safe perform action is this type um
26:17 which really means it's going to be a
26:18 plugin u in in effect it's going to
26:21 execute in the server side um it could
26:23 be client side as well we've got that
26:25 capability if you needed to do it like
26:26 on the unchange event of a of field and
26:28 a form um and then we have look at all
26:31 the events so this one is just um create
26:33 an update so but you can configure
26:35 others we then say which entity do we
26:38 want the trigger to be placed on so this
26:40 one is just contact and we've got all
26:42 custom entities as well as you'd expect
26:44 and then you can also specify exactly
26:47 when does this uh decision table execute
26:51 so it it'll only be if the annual income
26:54 changes if the credit score changes or
26:57 if the total assets of the applicant
26:59 changes so if any one of those three
27:02 change on the contact entity we'll
27:04 execute the decision tape so that's
27:07 really for performance issues you know
27:08 you can make it you know really Zone
27:09 into when you want it to execute then we
27:12 get to the the main logic which you can
27:14 see here is the decision table um so it
27:17 it kind of looks like Excel it's a very
27:20 familiar looking field to people so what
27:22 we've done is we've got um colums and
27:25 rows so we've got these um uh conditions
27:28 and we have actions so we have a
27:31 condition um and we have one here called
27:33 you know annual income um total assets
27:35 of applicant and credit score then we
27:37 have a row and this rule makes up the um
27:40 kind of the rule that you want to
27:41 implement so this rule that I've
27:43 highlighted it says if the annual income
27:46 is less than 100,000 and the um the
27:49 total assets of the um contact is less
27:52 than a half a million then they they
27:54 need to have a really high credit score
27:56 of 188 and if it is and so if these are
27:59 all true then there's an option set on
28:02 the um contact entity called credit card
28:05 type and we s that to platinum so that
28:07 means they're entitled you know they're
28:08 they're eligible for for a platinum one
28:11 and then just the then just on the
28:12 bottom you know if you have over
28:15 $200,000 as a salary and you've got over
28:17 a million in assets then you need a much
28:20 lower credit score so it's just 112 and
28:23 will allow you to to um to become a um a
28:26 platinum care holder so so that's pretty
28:30 pretty cool so let me just give you a
28:31 quick demo just showing you that so I
28:34 got to sales got
28:38 contacts and open up
28:42 Scott hopefully he's blank he is so if
28:46 we just put in a um an annual income
28:50 of
28:52 50,000 assets of
28:55 250,000 and a credit score of um
29:01 176 let's say and I hit
29:05 save so that should work out so what's
29:07 happening when I hit save is the
29:09 decision table is executed behind the
29:10 scenes um and actually you can see that
29:13 this one you didn't actually qualify as
29:15 a as a as a platinum he because there's
29:18 another decision table there that he
29:20 actually qualified as gold so actually
29:21 just increase this to 678 hit save so
29:26 you can see when I up the the credit
29:28 score um it went to the the other
29:30 decision table kicked in um or overruled
29:33 the the gold one and and it set it to
29:35 platinum so so that's just showing you
29:37 to in in operation so just some of the
29:41 items to call out on on on the decision
29:43 table
29:44 um when a business rule changes um so
29:48 somebody comes back and they say this
29:50 decision decision table looks good but
29:52 um we forgot to add in that you need to
29:54 be over 18 years of age to qualify for a
29:57 credit card so we need to add in that
30:00 condition that new condition into um
30:02 into the decision table now age is a is
30:05 is a number like you know 18 years of
30:07 age uh 25 years of age so we don't store
30:11 that number we don't have a feel in CRM
30:13 to do that um with the latest version of
30:15 CRM you can you can you can actually put
30:18 a calculated field on there and put a
30:19 formula in in there to do it um but then
30:22 you're creating a field and you're only
30:24 allowed so many on your entity and in a
30:26 real world environment you're going to
30:27 run out very very quickly so what we can
30:29 do is we can allow you to extend the
30:31 data model and create a that type of
30:34 calculated field just for this decision
30:37 table and this will all execute in
30:38 memory so it'll be super super fast so
30:40 what we do is we go to
30:42 calculations and we say we want a
30:44 calculation called
30:46 age then what we can do is so the third
30:50 part is over here on the left hand side
30:51 we've got functions source and explore
30:53 so you can see all our all our functions
30:55 here so I'm going to search for the
31:00 dat dat diff function and again some of
31:03 you might know this this this search
31:05 feature is um is a is a new feature
31:08 that's going to be released um on on on
31:10 Monday um because we're getting like
31:12 over 300 functions we we really needed a
31:15 um a search facility to see what
31:16 functions we have so we bring in date
31:19 diff um so you can see when I hover over
31:21 the date diff it gives me just a some
31:23 contextual help um so I can see I need a
31:26 from date a to date and I need an
31:27 interval so the interval I want is years
31:30 and it gives you some examples as well
31:32 so I'm going to put in here uh the FR
31:35 date so the from date we want the date
31:38 of birth of the contact so you know is
31:41 over 18 uh so go to Source you see all
31:44 the nodes I have so I go to source and I
31:47 scroll down want to find the birthday so
31:51 this is like the out of the box field
31:52 from Dynamic CRM so you can see it
31:53 brings that into the
31:55 calculation and uh the two days so what
31:58 I need to do I need to get the the
32:00 current day time and and I actually need
32:03 to get the UTC time because it's stored
32:05 in UTC in the database so I go back to
32:07 functions and I can just type in
32:10 UTC and I can click on do UTC dat time
32:14 yep so that brings in that function and
32:17 then we just put
32:18 in way for years so
32:21 that's let do home so we've now just um
32:25 Extended the data model and after adding
32:27 in an extra field called Age based on a
32:30 on a formula so now I can go back to my
32:32 decision table and you can see here we
32:35 have this um I just right clicked on the
32:37 decision table and what I'm going to do
32:39 is I'm going to insert a new condition
32:42 so put in the condition then I go back
32:44 to my
32:46 source and if you look under where is it
32:50 calculations um I can click age and now
32:53 I've just brought that age um and that
32:56 calculation into the decision tables so
32:58 now it's pretty easy I just need to do
33:00 greater than
33:02 18 and just um bring that down so now
33:06 you can see that I've just extended the
33:09 uh decision table to say that um you
33:11 know you have to be over 18 years of age
33:13 to be able to um qualify for a um a
33:18 platinum right for for any credit card
33:21 um just one other item as well let me
33:22 just kill this one so you can see here
33:24 we've got a set of menu options you know
33:26 insert row insert condition
33:28 delete R conned delete colum so one of
33:31 the items I just wanted to show you is
33:33 um you know how easy it is to create
33:35 these decision tables from scratch um so
33:38 what I'm just going to do is I'm going
33:40 to copy this into my
33:44 clipboard and then delete
33:46 it and then just delete all
33:51 this so how would
33:53 we you know if I was at a blank canvas I
33:56 just want to kind of show you the
33:57 experience
33:59 um so U the first one we needed was the
34:02 um their annual income so again so how
34:05 would you build it from scratch so we we
34:06 go to Source um and again it's just all
34:09 point and click so and they're all here
34:11 so I find annual income I bring in the
34:13 annual income then the next one was the
34:15 total assets of the applicant total
34:19 assets bring in that value and then
34:22 condition um the last one was the credit
34:24 score so let's find the credit
34:26 score credit
34:30 score there he is so these are our our
34:33 um conditions and then we would go ahead
34:36 and we would write the rules so I just
34:39 I'll just control V those in there just
34:41 just to save time um and just call out
34:43 that I guess most people can work out um
34:46 you know we have half a million here to
34:48 a million so anything in double brackets
34:50 is a is a betweens um so that's just
34:53 like a shortcut to be able to to do that
34:56 um and then we need to set up the action
34:59 so whatso for on that so we have a
35:01 here's the um the option set for that
35:04 for that so we bring in the credit card
35:06 type in and then you can see here we've
35:09 got all the options on the on the option
35:12 set so gold platinum and standard so I'm
35:14 bring in Platinum so that's pretty cool
35:17 and then I drop that down and there so
35:19 I've just recreated that decision table
35:22 so hopefully you can see there um how
35:24 easy it was to do it and actually I
35:25 meant to call out sooner um there are
35:28 you know in this basic one there are 36
35:31 decision points so you have three colums
35:33 and you have 12 rows 12 threes 36 so um
35:38 the the decision tables really represent
35:41 you know lots of business points and
35:43 decisions in a very compact format and
35:46 it's easy to see and actually if I just
35:48 I just want to head back in that
35:51 condition let's just back in the age
35:54 quickly uh add an age
35:58 greater than
35:59 18 and
36:01 then that a bit
36:03 longer so so then the next business rule
36:08 um sorry the next uh you know it's a
36:10 month later and they say um they say to
36:13 the to the dev team um we need to
36:16 whenever somebody gets um assigned a
36:18 platinum um card we need to do a
36:21 follow-up um workflow to send out some
36:23 documentation that they need to sign so
36:26 we need to and and team already have um
36:28 a workflow that does that and they're
36:30 they're manually kicking it off but they
36:32 said you know why can't we just build it
36:33 into the into the decision table itself
36:36 so how can we call a a workflow so we've
36:40 got our um actions so I got actions and
36:44 we give it a name um
36:46 send
36:48 paperwork so we do send paperwork then
36:52 go back to functions so we have a
36:54 function
36:56 um
36:59 so we have a um function called execute
37:02 workflow so I'm able to bring that in so
37:04 I just give I just need to type in the
37:06 name and actually one of the the really
37:08 cool things about North52 is you know
37:11 nearly everything goes off name so you
37:13 um there's all these issues around goods
37:16 and you know if you've got a workflow
37:18 and it references a team inside in the
37:20 workflow you um you uh there's a good
37:23 assigned to that behind the scenes so
37:24 when you deploy it from your development
37:26 system to your production system system
37:27 the workflow will actually break we take
37:29 care of all those types of issues for
37:31 you seamlessly so we really do try to
37:33 make your life a lot easier and then we
37:35 need to pass in the good of the record
37:39 and so we go back to
37:41 source and I'm going to go to the we're
37:44 on the contact entity so we need to
37:45 Google to the contact
37:48 so
37:49 contact so I'll bring that in there me
37:52 just do the mute
37:56 again this kill people off um so now
38:00 you've you've just seen that I've
38:01 brought in a an action to execute the
38:04 workflow send um paper actually yeah
38:08 send paperwork um so now I can go back
38:10 to my decision
38:11 table and I can add in an
38:15 action and I just go up to
38:19 Source my actions now I've got send
38:23 paperwork drag that down so you can see
38:26 how easy it was just to extend the
38:28 decision table to start sending a um a
38:31 workflow um when the conditions were
38:33 metth um and then it might be you know
38:36 it might be actions you
38:39 know um you know if they're if they're
38:42 um uh if their annual income is over two
38:45 million you know they're a big spender
38:47 let's say so you might have a different
38:48 slightly different workflow for those
38:50 guys you know you can see how easy it is
38:52 for me
38:54 um you can see how easy it is for me
38:57 just to be able to add that in so just
38:59 for this one going to get rid of that we
39:02 bring in Big Spender so you can see how
39:04 we just slightly changed for someone
39:06 that's over um an annual income over
39:08 $200,000 um so hopefully you can see you
39:12 know um trying to make your life a lot
39:14 easier so
39:17 um this all looks pretty good right now
39:20 um you know most people would be happy
39:21 with that and they a you know this is
39:23 fantastic functionality but can we do
39:25 better so um one of the things is uh the
39:29 data all the values are hardcoded so if
39:33 we look here at the the credit score um
39:36 these are all hardcoded into the
39:37 decision table so we wouldn't consider
39:39 that a best practice um what we really
39:42 want to be able to do is separate the
39:46 the logic of the decision table and the
39:48 underlying data um so that you know if
39:51 the credit scores change you um you
39:54 don't change the logic of the decision
39:56 table you don't go into Ed the decision
39:57 table you just change the underlying
39:59 data and that's great for separation of
40:01 concerns because you might have a might
40:03 have um kind of like your Dev team
40:05 looking after the decision table itself
40:07 but the the Bas or the functional
40:09 Consultants they can modify the um the
40:12 data so like the credit scores so it's
40:14 great for separation of concerns and you
40:17 know a typical thing with credit scores
40:19 is the scores we're looking at right now
40:21 might be the 2015 scores but when 2016
40:24 comes along there might be a different
40:26 set of scores so how do you how do you
40:28 do that seamlessly within the decision
40:31 table um and to have it just work so
40:34 what we can do um so let me just go back
40:38 to my list of formulas so let me just
40:41 open up the gold card one where I've
40:42 just slightly extended it to pick up on
40:45 this notion of configuration data and
40:48 what we're going to be using is xcache
40:49 behind the scenes to store all this
40:52 configuration data uh so you could
40:54 separate the two apart so you can see
40:56 this is the
40:57 decision table for a go card very very
40:59 similar to the first one except instead
41:02 of hard coding in the um the values um
41:06 you can see here I'm using
41:08 um an xcache reference so you can see
41:11 like eligibility go card tier one so if
41:13 I actually get rid of that and just show
41:15 you how I brought it in um so greater
41:18 than and again if I go under there's
41:22 xcash the eligibility go card so you can
41:25 see here all my uh configuration data so
41:28 I can just bring in tier one and then
41:30 you just do the same for all the others
41:32 and so that's now we just separated the
41:34 two concerns so what that looks like in
41:37 CRM itself so if I just go
41:41 settings xcache
41:45 so here you can see let me just
41:47 highlight for you here's our our um
41:49 configuration data for that
41:52 um um call car for the eligibility and
41:55 you can see here's the scores 88 eight
41:57 for tier one 880 for tier two so it's
41:59 not hardcoded anymore into the decision
42:01 table so if I just show you an open up
42:04 one of
42:06 these so that there's a there's a lot to
42:09 X to to xcache and what it can do um so
42:12 I'm just going to keep it really simple
42:13 for this one just there's a a category
42:16 and there's a base key um there's some
42:18 other items here and what we have is we
42:20 have a value um so we've set it 88 and
42:23 we've set the data type so this one just
42:25 happens to be whole number if you need
42:27 it it's secure for some reason we do
42:29 have a um a secured um area to store the
42:32 values like for passwords um and items
42:34 like that and we're just using field fls
42:37 field level security from Microsoft to
42:39 do that um but one of the interesting
42:41 things is this um start date so you can
42:44 see that this xcash record is effective
42:47 from 1
42:49 2015 on onwards so if I just go
42:53 back so you'll see here that the start
42:55 date um they're all the xcash records
42:58 are set to uh the start of this year so
43:01 um what would we what would we do if the
43:04 credit cards scores change in 2016 you
43:06 know how how do we handle that um how
43:09 would a functional consent handle that
43:11 and this is one of the great advantages
43:13 for r52 being native to Dynamic CRM is
43:16 we can take advantage of a lot of the
43:18 features that Microsoft bring out so if
43:20 I just do a quick um filter so just
43:25 those ones and then I can do export to
43:28 Exel
43:34 online what and what I can do here is I
43:37 can come in and I can just select the
43:39 data contrl
43:43 c contrl v so now I've just duplicated
43:47 um my data so the 2016 scores you know
43:51 I'm just going to make them up obviously
43:53 for right now so there's the the 26 2016
43:56 score and then I just need to come over
43:58 and I just need to manipulate the dates
44:00 so I need to close off this year
44:04 312 12 31
44:09 205 and then I would just copy that all
44:12 the way down for the existing records
44:14 and then for the new ones I just come in
44:17 1 one
44:19 2016 um and I'll copy that down for all
44:23 those as well um and then you would just
44:25 click the save to changes uh in CRM so
44:28 it would upload um that xcash data into
44:32 CRM so the great Advantage
44:34 is let's go back here this reference
44:37 eligibility gold carer one when we're in
44:41 the 2015 year xcash is smart enough to
44:44 know I need to pull the 2015 credit
44:47 score but as soon as we tick over into
44:51 1126 it will start to use the 2016
44:54 credit score so like 123 and will just
44:57 do that for you automatically and
44:59 seamlessly um so very very powerful
45:02 around the configuration parts for
45:04 that
45:06 um the next part so oh yeah I just
45:09 wanted to show
45:11 you um people always ask us um can you
45:16 do like R statements in the decision
45:18 tables so just to give you an example of
45:21 that insert condition yeah do that one
45:25 back to my source um so let's say the
45:28 freight
45:30 terms should be better one so if you
45:33 wanted to be able to so let's bring in
45:35 that field so let's say you want to be
45:37 able to do a match on airborne and DHL
45:42 that's all you need to do and you can
45:43 bring in another one like FedEx so you
45:45 can just add in and then it'll do you
45:47 know if it's equal to any one of those
45:49 then it'll equal true overall so very
45:52 very powerful um for that um if I just
45:56 delete the colume the other item I just
45:59 wanted to call out was how do we handle
46:02 null data or um empty empty values um if
46:06 you're familiar with N52 you probably
46:08 know what I'm kind of going to show you
46:10 um can talk at the advance mode so in
46:13 the advanced mode you can see here's the
46:14 underlying field and you can see here's
46:17 um do zero so that means we've applied a
46:19 default if somebody forgot to enter in
46:21 the annual amount um you know it might
46:24 draw an exception in the code depending
46:25 on what you're what you're doing we're
46:27 just going to set a default of zero um
46:30 and we've done the same for the assets
46:32 and the credit score itself so that's
46:35 just how defaults are set um and then
46:38 the last item on this demo is let me
46:41 just hide that box
46:44 iser
46:45 R sometimes there's the need that as
46:48 part of the decision table um you need
46:51 to be able to do do a do an action just
46:54 once at the very start of the processing
46:56 and um so what you can do is you can
46:59 actually put in an action here um you
47:01 know this might
47:05 be I don't actually have any here do
47:09 I no action um but you can put in like a
47:12 an action uh you
47:15 know
47:16 might
47:20 execute
47:22 work um so when you define no conditions
47:26 here that means it will always execute
47:28 so typically you want that at the start
47:29 to like um you know set some default
47:31 values or initialize something or call a
47:34 workflow to do something so by living
47:36 out all the conditions you can just um
47:38 automatically call your action whatever
47:40 it is so that's that's very very useful
47:44 um so that's cool so the next that's the
47:47 eligibility
47:49 example so the next one I just want to
47:52 call out to people so that let me just
47:54 open it up first we've got a couple of
47:56 questions
47:58 while we one you've covered a bit bit of
48:02 this um can you mix ands and ores and
48:05 groups and group
48:06 them you can so um within the so let me
48:11 just let this load up
48:13 first so that's kind of what I was
48:16 showing a little bit let me just make
48:18 this um so this like automobile type so
48:22 within this row itself so with decision
48:26 tables think about the rows are natural
48:29 or you know except for not in this
48:31 actual instance it's a different type of
48:32 decision table but in the previous one
48:35 the rows are actually R stamps
48:37 themselves and then as I was showing you
48:39 before if you want to you know you can
48:41 uh take that up there and you can put in
48:44 a um like that's bad example s down but
48:48 um you know you can put in multiple um
48:50 option set values or text based values
48:52 in there um and actually you can get
48:55 right down and you know you can you put
48:57 in you know um the statements in here so
49:00 you can use brackets you know exchange
49:03 rate is greater than one and you the
49:07 imported sequence is equal to zero are
49:11 the uh Creator on is great than UTC date
49:17 you know so you can get in um within the
49:19 decision table and just add in you know
49:21 if you've got really complex logic um
49:23 you can do that as well um but we you
49:26 know for most for for the most part you
49:28 should be just able to use the normal
49:29 like the rows and the conditions should
49:31 get you
49:33 90% And there's a another question
49:36 around um is it possible to revert to
49:38 the old formula designer interface so I
49:40 think uh just need to show that the old
49:43 system is all still there and this is
49:45 just new functionality yeah yeah let me
49:47 just show you so just a common one the
49:51 people
49:53 um just do a
49:55 sort
50:01 um just open it up so this so this is um
50:05 so the old interface is is is still
50:07 there um in fact you would still write a
50:09 lot of your formulas and business logic
50:11 using using that so this example I'm
50:13 just bringing up in the old interface um
50:15 shows a formula if you want to
50:19 synchronize the account address getting
50:21 changed and you want to synchronize that
50:23 to all the child contact records how
50:25 would you do that um so it's just
50:27 loading up right now and you'll see with
50:30 the new interface what we've done is
50:32 we've um we've color coded um the
50:34 functions the dynamic values and the
50:36 strings so um so this is um what so what
50:41 this does is um every time that the you
50:44 know the address changes on the account
50:45 entity so you know city state States ZIP
50:50 Province um it executes the formula um
50:52 so what it does is it brings back all
50:54 the the contact records for that um um
50:57 for that account and then just does an
50:59 update record on those just you know
51:02 synchronizing the address and you can
51:04 just see the color coding just makes it
51:05 a lot easier to recognize you know uh
51:08 square brackets is a dynamic value um
51:10 string reference is just a you know the
51:12 name of an actual field that you want to
51:13 to
51:15 update any other questions
51:20 Bruce uh yeah there there's one more on
51:22 um Can EX for EXC now container formula
51:26 instead of for
51:28 Value um no it can't not at the moment
51:31 that's a good question if you can come
51:32 up with a business scenario of where you
51:34 need that um whoever asked the question
51:36 I'd be interested to know what it is but
51:38 at the moment
51:41 um actually so I I take that back
51:43 actually I take that back
51:48 you you could use
51:52 it in certain circumstances you could
51:55 use parts of of the xcash because it's
51:57 really just you know you you could just
51:59 use a string version and you could just
52:01 reference it in the formula so it it
52:05 would work probably I need to come back
52:08 to you on that one um in certain in some
52:11 circumstances you probably would be able
52:13 to do it but not for everything that's
52:16 probably the best way to say it for
52:20 now any other questions from the right
52:23 that's it thank you okay no worries um
52:26 so I know we're getting near to the end
52:28 eight minutes left um so I really just
52:31 wanted to show off this decision table
52:33 because this is very very powerful um um
52:36 so we have an example let me actually
52:39 give you an Demo First sales automobile
52:43 so this is um we think this is going to
52:45 be a very common scenario for dynamic
52:47 CRM so as you know Microsoft bought adx
52:50 Studio which allows you to create
52:51 portals um and they're also in 2016 they
52:54 bring in document generation so this is
52:58 a an example for car insurance so one of
53:00 the scenarios we envisage in the future
53:02 that CRM is going to get more more use
53:04 for is you're going to have an adex
53:06 studio uh portal um facing for some
53:09 company and they're going to be
53:10 collecting in data from the portal just
53:13 like this form here or this and this is
53:15 the form that the customer service um
53:17 person would be interacting with so they
53:20 might get car on so code five um they
53:24 give the the year the car was reg first
53:29 registered so
53:30 2005 um what
53:33 type if I could type it'll be
53:36 handy um luxury so is it new it's not
53:39 new we do yes we do extremely high
53:43 medical coverage we wanted teft rating
53:44 is low and we do save so what's
53:47 happening behind the scenes is a um the
53:52 premium for these uh insurance for all
53:55 the items that you've selected is being
53:56 being calculated by the decision table
53:58 and it's going to be placed into the
54:00 premium um field when it completes so
54:03 you can imagine an end user coming onto
54:05 an adx Studio portal uh they're filling
54:07 out their data they click Send so that's
54:10 coming back in um as a record into
54:12 Dynamic CRM so the North52 decision table
54:15 kicks in does the calculation so you can
54:17 see there
54:19 2950 and then you can imagine with serum
54:21 2016 it's going to generate a a Word
54:25 document for that quote um and then a
54:27 workflow can pick that up and send that
54:29 out to the um End customer so a complete
54:32 endtoend
54:33 um process and it's all point and click
54:36 by Dynamic CRM it's going to be a very
54:38 very powerful scenario um so how how do
54:41 we do
54:42 that so we just pop back so this is a
54:45 different type of decision table just to
54:47 show you um so this checkbox down here
54:50 exit on first match is is unchecked um
54:53 which means that every row of theis
54:56 table will execute so you can see here
54:59 if it's a type compact um so if that's
55:02 true so you saw me picking a compact
55:04 before I think um you can see here that
55:07 the auto premium calculation it's going
55:09 to add 250 so this is like a a running
55:11 balance of how much the insurance
55:14 premium is going to be to be so compact
55:17 250 then um I think we had 2005 so
55:20 that's it was greater than seven years
55:22 so that'll be another 250 so you can
55:24 imagine what we're this running balance
55:26 is 250 plus 250 plus um and then let's
55:29 just say um um I just had a the
55:33 potential occupant uh injury rate is
55:35 high so 900 just to make it easy so you
55:37 can see there that the insurance premium
55:39 would be 1,400 would get returned back
55:41 out to the um end user um so very very
55:45 powerful um and then just to show you
55:49 one thing here you know if you want to
55:50 be able to combine you know if somebody
55:53 came back and said you know we don't
55:54 need these two rows anymore you know all
55:57 you can do is just do contr X um go up
56:00 to compact bring that in there I can go
56:04 there just delete
56:06 this delete R and then I can switch my
56:09 premium to 400 so now it'll do matches
56:13 if it's a compact or a sedan car that's
56:15 that's um picked out then it'll match
56:18 sorry it'll have a running it'll add
56:19 $400 to the running balance um so that's
56:24 um and I know we're really running out
56:25 of time so
56:26 um I better stop on this one um Bruce is
56:30 there any other questions um before I
56:32 just do a quick wrap
56:34 up uh just one private is um around
56:37 schedule is we got a minute to demo
56:40 schedule okay yeah yeah um so just what
56:45 schedu go to settings so all all our
56:48 schedules are
56:50 here um so you can see I just have one
56:52 schedule here so schedulers they're like
56:54 running uh batch jobs within Dynamic CRM
56:57 so this scheduler is to do a um a sales
57:01 overview so um this actually a real
57:04 world sample where they're uh bulk
57:06 loading in data from an sap system and
57:08 there was literally millions of rows of
57:10 data in the invoice detail entity um and
57:14 you know to build dashboards on it they
57:15 needed to have a like an a roll I can
57:18 aggregate um the data and they needed to
57:20 pre-aggregate it because there's all
57:22 these platform limitations in CRM online
57:24 so we needed to run a workflow every
57:26 that would aggregate the data and build
57:28 the sales overview entity so this um
57:32 this work or this schedule was set u set
57:34 up daily but you can see we've got
57:36 quarterly monthly etc etc um so daily
57:39 we're going to execute a schedule um and
57:42 we're going to use the sales overview
57:44 build workflow so what happens every
57:46 night at 2 am is we execute this piece
57:48 of fetch XML which brings back all the
57:52 um accounts that have invoices um and so
57:56 might be like 2,000 accounts it then
57:58 kicks off this workflow one for each
58:00 account and the workflow then goes out
58:03 and actually builds the um the
58:05 aggregating data entity and just to show
58:07 you what the U workflow looks
58:10 like because it's a It's actually an
58:12 interesting one so you can see here it's
58:15 actually using a lot of process GS so
58:17 this is the kind of our custom workflow
58:20 activity and you can see it's building
58:21 the month to dat current year month to
58:23 dat previous year quarter year-to dat
58:27 and then year on years um and this would
58:29 run so the there was like there was a
58:32 scribe job to to bulk the date out at
58:34 bidnight um from the sap system into
58:37 Dynamic CRM then at 2 am the North52
58:40 scheduler kicked in to do the
58:41 aggregation of of of the data with
58:44 within CRM um so that's just a quick
58:46 overview of that um and then just to
58:48 wrap up um just wanted to call out um
58:51 just one other thing that we've added
58:53 just to make people's lives easier just
58:56 quickly show people um we've added this
58:59 related node under source so where
59:02 before you would have to write a um a
59:05 fine value function you know if you want
59:06 to look up maybe that you're on the um
59:10 um opportunity detail and you want to go
59:12 up to the opportunity and then go up to
59:13 the account um we can now easily do that
59:16 and you can just
59:17 navigate um the hierarchy just inside
59:21 here and then you can pick out the
59:23 attributes that you want on it so if we
59:25 wanted to bring in account number so you
59:28 can see there it's going from the
59:29 account using the master Ed to do a
59:31 lookup to the next entity to go up to
59:34 the next entity to go up to the next
59:35 entity and then bring back the account
59:37 number um and then the last item just to
59:39 show people is just under functions
59:42 because a lot of people were asking for
59:44 it um under web Fusion we've got a lot
59:46 of new SharePoint functions so if you
59:48 want to connect CRM online to SharePoint
59:51 online we now have uh uh seven or eight
59:54 functions that allow you to to build
59:56 really custom Integrations between the
59:58 two so I'm going to leave it at that
1:00:00 Bruce unless there's any other
1:00:04 questions uh no other questions okay no
1:00:07 worries um thank you very much everybody
1:00:11 for for attending the webinar um we will
1:00:14 be over in Barcelona for the convergence
1:00:16 conference um starting on Sunday and
1:00:19 we're at boo 53 would love it if any of
1:00:21 you guys are around to drop by the booth
1:00:23 and we'll give you some demos um answer
1:00:26 out your questions we're going to be
1:00:28 back over in the United States again for
1:00:31 in New Orleans for convergence in first
1:00:33 week in April so we'll catch you there
1:00:35 as well um and otherwise you know just
1:00:37 you know send myself or Bruce or support
1:00:40 at North52.com an email and we can help
1:00:43 out with any questions um that you may
1:00:45 have thank you very much again guys for
1:00:47 your time
1:00:53 today