In Microsoft Dynamics CRM, calculated fields let you automate manual calculations used in your business processes. For example, a salesperson may want to know the weighted revenue for an opportunity which is based on the estimated revenue from an opportunity multiplied by the probability. Or, they want to automatically apply a discount, if an order is greater than £500.
A calculated field can contain values resulting from simple math operations, or conditional operations, such as greater than or if-else, and many others. You can accomplish all this by using the CRM user interface, no need to write code.
The calculated field capabilities:
- The calculated fields comprise of calculations that use the fields from the current entity or related parent entities.
The expression support is available on the current entity and the related parent entity fields in the Condition sections and the Action sections. The built-in functions include: ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEARS, DIFFINDAYS, DIFFINHOURS, DIFFINMINUTES, DIFFINMONTHS, DIFFINWEEKS, DIFFINYEARS, CONCAT, TRIMLEFT, and TRIMRIGHT.