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.

 

ABOUT CARL DE SOUZA

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

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One Response to Dynamics 365 Calculated Fields

  1. The customer has automatic record creation rules creating a case from an incoming email.

    The Routing rules setup based on the primary email address of the receiving shared mailbox. Are there any possibilities to route cases based on the alias to a different queue?

    please suggest

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