Entering to xRM World Part 7 – Calculated & Rollup Fields

In the old version, you often use JavaScript for basic calculating, such as discount money, calculate percent, set value of field base on value of different field…Of course, you can do that for new version too, but why do we do that if  new version has been supported new feature for implementing it easily. This article will introduce to you about Calculated & Roll up fields. 

Calculate Field

The purpose of calculate field is just help you to mate manual calculations without adding client script. We just use it in OOB tool for configuring the calculation.

You could combine this feature with business process flow for automatic process flow or simply to reduce your JavaScript code for basic calculating.

Specification of calculated field

• Calculations use fields from current or related entities
• Expression support available on the current and related parent entities.
• Conditions can be added to support for branching

You can define the calculated field via creating new field and select the Field Type in OOB customization.

Creating calculated field

Then you can define the condition and set the value for calculated field.

Note: You can combine this feature with business rule of entity. It will be more flexible for extending your MS CRM system

Roll up property

Like calculated field, rollup field also help you for automatically calculating, but it focus on:

• Sum
• Count
• Min
• Max
• Avg

You can define Roll-up field as the same way you do for calculated fields and select the Roll-up in properties type.

And then you can add condition or adding relate entity to specify the  aggregating.

Note: Roll-up field will be run asynchronous

Hope it will be useful for some one.