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VA Technical Reference Model v 24.7

North52 Business Process Activities (BPA)
North52 Business Process Activities (BPA) Technology

General InformationGeneral Information help

Technologies must be operated and maintained in accordance with Federal and Department security and privacy policies and guidelines. More information on the proper use of the TRM can be found on the TRM Proper Use Tab/Section.

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Description: North52 BPA is a solution for Microsoft Dynamics Customer Relationship Management (CRM) that allows non-developers to create and enforce business rules, build formulas to do simple and complex calculations, and schedule recurring processes. This technology is an advanced business process and rules engine for Microsoft Dynamics CRM and allows customization of the platform with little to no code implementation.

There are multiple editions of this technology: Basic, Professional, Enterprise, and Ultimate. The Basic Edition is free and allows five (5) active formulas or schedules to be created and used in production. The other editions allow more than five (5) formulas or schedules and have additional functionality. This assessment covers all editions as each has the same basic functionality.

All data is stored in Microsoft Dynamics CRM which utilizes a Microsoft Structured Query Language (SQL) Server database. Additionally, this technology leverages the encryption options made available through Microsoft Dynamics CRM.

The TRM decisions in this entry only apply to technologies and versions owned, operated, managed, patched, and version-controlled by VA. This includes technologies deployed as software installations on VMs within VA-controlled cloud environments (e.g. VA Enterprise Cloud (VAEC)). Cloud services provided by the VAEC, which are listed in the VAEC Service Catalog, and those controlled and managed by an external Cloud Service Provider (i.e. SaaS) are not in the purview of the TRM. For more information on the use of cloud services and cloud-based products within VA, including VA private clouds, please see the Enterprise Cloud Solutions Office (ECSO) Portal at: https://dvagov.sharepoint.com/sites/OITECSO
Technology/Standard Usage Requirements: Users must ensure their use of this technology/standard is consistent with VA policies and standards, including, but not limited to, VA Handbooks 6102 and 6500; VA Directives 6004, 6513, and 6517; and National Institute of Standards and Technology (NIST) standards, including Federal Information Processing Standards (FIPS). Users must ensure sensitive data is properly protected in compliance with all VA regulations. Prior to use of this technology, users should check with their supervisor, Information Security Officer (ISO), Facility Chief Information Officer (CIO), or local Office of Information and Technology (OI&T) representative to ensure that all actions are consistent with current VA policies and procedures prior to implementation.
Section 508 Information: This technology has not been assessed by the Section 508 Office. The Implementer of this technology has the responsibility to ensure the version deployed is 508-compliant. Section 508 compliance may be reviewed by the Section 508 Office and appropriate remedial action required if necessary. For additional information or assistance regarding Section 508, please contact the Section 508 Office at Section508@va.gov.
Decision: View Decisions

Decision Source: TRM Mgmt Group
Decision Process: One-VA TRM v22.1
Decision Date: 01/25/2022 at 00:46:14 UTC
Aliases: N52
Introduced By: TRM Request
Vendor Name: North52
- The information contained on this page is accurate as of the Decision Date (01/25/2022 at 00:46:14 UTC).