Notes on Calculated Fields in CRM 2015

Data Type supported

• Single Line of Text
• Option Set
• Two Options
• Whole Number
• Decimal Number
• Currency
• Date and Time

Operator and Function Supported

Math Operator
à =, +, -, /, *

String Functions
àCONCAT, TRIMLEFT, TRIMRIGHT

Date Time
à ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEAS

Creating a new Calculated Field

For e.g. let us create a calculated field of string type that will concat first name, middle name and last name for Contact Entity.

Open Contact entity for customization à Fields à Click on New

Click on Edit to define the Calculated Field

The editor has IntelliSense

Add the field to form.

• Calculated Field are not saved in database.
• They are executed during Retrieve.
• Can be used by another calculated field.
• Calculations is done using System Account.