How to create and configure Calculated field in CRM 2015


“Calculated Field” is a new feature introduced in CRM 2015 which can be used to store calculated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to calculate the number of days since the Account record is last modified and to display the value on ‘Account’ form as well as on ‘Active Accounts’ view.

Steps to create the Calculated field:

  • Setting up ‘Calculated Field’ is just like any other field in an entity and can be done from Settings>Customizations>Solutions ~ Components> Entities> {Entity} > Fields >New

Rollup1

  • Enter field details:

Calculated1

  • Click on ‘Edit’ to create the field and to open a new window to configure the field:

rollup2b

  • Once the field is created, it will open the window to configure the field 
    1. Add any Condition if need to limit the calculation based on any conditions (eg: if Account status == Active) – I haven’t added any condition in my case
    2. Add the Action – which is the function to do the calculation. There are also many built in methods available to choose from:

Calculated2b

  • I have set up the Action like this: To get the difference between last modified date and current date

Calculated2

 

  • Finally, the configuration window would look like

Calculated3

  • Added the field on to the Account form:

Calculated4

  • When I opened the form, it shows the number of days since the Account’s last modified date

Before updating the Account record:

Calculated6a

After updating the Account record:

Calculated6b

  • I have added this field to the ‘Active Accounts’ view as well

Calculated5View

 

Here I just demonstrated a very simple usage of the ‘Calculated field’ and can be used for getting the real business benefits to improve the CRM solution!

 

PS: Calculated field is created as a ‘Computed’ field in the DB back-end and there would be a function associated with the field.

Calculated7DB

Hope this helps!

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About Jobin Mathews

Jobin is a Microsoft CRM consultant and architect with experience in Microsoft CRM 2015, CRM 2013, CRM 2011 and CRM 4.0. Currently working with CGI as Microsoft CRM Architect for various Microsoft CRM projects.

Posted on July 8, 2016, in Interview Questions, Microsoft CRM 2015, Microsoft CRM 2016, Microsoft Dynamics and tagged , , , , . Bookmark the permalink. Leave a comment.

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