Dynamics 365 Calculated Fields

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Dynamics 365 has built in functionality for calculated fields. These are fields that can be set up without code. Here we will go through an example.

Let’s assume we need a new calculated field on the Order entity. Let’s create a new field. Enter the display name and select the data type. Now select the field type. You can see here there are the options:

  • Simple
  • Calculated
  • Rollup

Note, not all of these field types are available for all data types.

Select Calculated. We now see an Edit button.

You will see the calculation window open:

You can add a condition, which is optional:

And an Action:

As a simple example, let’s add the total amount to itself:

Save the field and open the form. We will add the field to the form:

Save and publish the form.

Displaying a previous order, you will see the new calculated field and its value:

More information on the functions available can be found here: https://technet.microsoft.com/en-us/library/dn832103.aspx

This link also discusses some of the limitations in using calculated fields, such as this feature not working in Outlook Offline mode.



Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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