Notes on Calculated Fields in CRM 2015

Data Type supported

  • Single Line of Text
  • Option Set
  • Two Options
  • Whole Number
  • Decimal Number
  • Currency
  • Date and Time

Operator and Function Supported

Math Operator
à =, +, -, /, *

String Functions
àCONCAT, TRIMLEFT, TRIMRIGHT

Date Time
à ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEAS

Creating a new Calculated Field

For e.g. let us create a calculated field of string type that will concat first name, middle name and last name for Contact Entity.

Open Contact entity for customization à Fields à Click on New

Click on Edit to define the Calculated Field

The editor has IntelliSense

 

Add the field to form.

  • Calculated Field are not saved in database.
  • They are executed during Retrieve.
  • Can be used by another calculated field.
  • Calculations is done using System Account.

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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