Blog Archives

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

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How to create and configure Rollup field in CRM 2015

“Rollup Field” is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated 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 count the number of Opportunities in an Account which are in ‘Won’ status and add it to the Account form.

Steps to create the Rollup field: Read the rest of this entry