CRM 2015 is here. Now Fields can be added to CRM and set to automatically to calculate using formula like Excel. So I thought I should share the knowledge by setting up the fields and the functions available.
Here i am going to explain how to use calculated field in dynamic crm 2015. Here in my example i have two fields and need to display the calculated total for them. As highlighted in the screen shot below I have selected these two fields Amount, and Annual Revenue these are currency related fields. Here I want to have a field by name Total Amount to show the addition for both.
Following steps given below:
1. See the screen shot.
2. Created new field Total Amount. Make sure you set the field Type as “Calculated” Then we need to add the calculating logic, click on the “Edit Button” mark in red color. See the screen shot.
3. Open new window then we need to enter the condition if Amount contain data and Annual Revenue contain data. Then
Enter the action select the field (amount) use of operator “+” then select the next field (revenue). See the screen shot below.
4. Here I applied the rule as shown below in the screen shot.
5. Save the form. On Reload, the value will be displayed on the Total Amount field.