New KB Articles from June Published

Posted by Mike Snyder on July 22, 2005  |  Comments (2)

We posted the 37 new Microsoft CRM Knowledge Base Articles that Microsoft added in June 2005. KB Article #900421 contains a helpful tip that most users probably aren't aware of:

You can use the "in" operator with Microsoft Business Solutions CRM workflow. When you use the "in" operator, you can evaluate values in a list by separating each item with a semicolon. Consider the following code sample that uses the "in" operator. The workflow rule responds to the create event of an account. If the address1_city field contains the value city1 or city2 , update the accountcategorycode field to Standard. Notice that a semicolon separates the values, and indicates that either value is acceptable.

When account is created
if
Account.address1_city in city1;city2
then
Update: Account.accountcategorycode = Standard
end if

In plain English, this rule checks if the city of the Account is equal to "city1" OR ""city2, and if it equals either value, then it updates the account category code. We posted an example last year that shows how to create a workflow rule that uses a similar technique to assign Leads to sales people based on the State of the Lead.