How to Create a Calculated Field on a Form in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Create a Calculated Field on a Form in Microsoft Dynamics 365 for Sales CRM

by | Jul 26, 2018 | Microsoft Dynamics 365

Personalize your fields

This week in Microsoft Dynamics Support, we’ll look at how to create a calculated field on a form in Microsoft Dynamics 365 for Sales CRM.

In this example, I’m going to add a field called “anniversary” to my accounts. This field will display the anniversary of our relationship with each company.

You can modify the instructions below to create other calculated fields in other entities.

See below for video and instructions:

Create a calculated field

1.) Go to Settings > Administration > Customization > Customize the System.

2.) Select Entities > Accounts > Fields, then click New to create a calculated field:

Customize Entities Accounts Fields Microsoft Dynamics 365 for Sales CRM

3.) Enter a Display Name and Data Type, then set the Field Type to Calculated:

Create a Calculated Field Microsoft Dynamics 365 for Sales CRM

You can also enable field security, enable auditing, add a description, etc. But for this example, we’ll skip those extra steps.

4.) Click Edit to set up the field function, then set the Action to ADDMONTHS(12,createdon)and click the ✔ button:

Set Anniversary Calculated Field Microsoft Dynamics 365 for Sales CRM

5.) Click Save and Close.

6.) Click Publish all Customizations:

Publish All Customizations Microsoft Dynamics 365 for Sales CRM

 

Add a calculated field to a form

1.) Go to the record you want to add a calculated field to and click Form:

Add Form to Account Record Microsoft Dynamics 365 for Sales CRM

2.) Find the field you want to add in the Field Explorer, then drag and drop it into the formwhere you want it to appear:

Add Calculated Field to Form Microsoft Dynamics 365 for Sales CRM

3.) Click Save and then Publish, then close the form window.

4.) Click F5 to refresh the record sceen.

You should now see your calculated field on the record:

Calculated Field Added to Account Form Microsoft Dynamics 365 for Sales CRM

 

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Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

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