Customer experience | Sales, Customer Insights,...

Formula fields or similar to populate fields throughout the CRM

(0) Share

Report

Posted on by LADoyle

I'm new to Dynamics CRM but not to CRM. Im trying to understand,

I have a field on the contact record that also appears as fields in several other entities. How do i auto populate this data value over
I have fields that dependent on values in other fields i need to calculate number of days
I have fields that need to populate date another field status was updated

I know this is probably very simple. I've been a dev and solution analyst for another CRM and having difficulty applying my needs to this CRM

Any assistance is appreciated

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Francisco Murtinheira on at

Like (1)

Report

Hello,

Regarding fields with the same name but on different entities, this is possible, and the fields will not be related with each other. Can you provide more details about the field that appears on other entities, so that I can suggest a way to synchronize them ?

For the second point, there is a type of field in Dynamics 365 called a calculated field, that you can use.

docs.microsoft.com/.../define-calculated-fields

There is also the alternative of using JavaScript to make the calculations and set the field value.

For the last option, about setting a field value, once another field is changed, you can have a JavaScript on the OnChange event of the status field, that will set the value of the other fields. This can also be done via Business Rules or Workflows.

docs.microsoft.com/.../attribute-onchange

Was this reply helpful? Yes No
Suggested answer

gupta.ambar2009@gma... 797 on at

Like (1)

Report

Hi,

Related First ..

check the field available in contact , how it is coming .. after inset value in contact only .. or from any parent record (means through any relation ship) . you can copy same value in other entity through mapping in Relation ship .

Related Second ..

you can use calculated field ..

Related third ..

using OOB workflow .. on status change event you can update date ...

Was this reply helpful? Yes No
LADoyle 10 on at

Like (0)

Report

Thank you

for the question regarding the same field on several entities. Example, my contact record or similar record has a grad date, program, fields on it. Another entity has these fields on this to provide details for the user. I would like to have these fields autopopulate and update as needed. I am not finding the option to create a formula field to pull these values in. a calculated field or roll up is not what I need. and this is the only option I am seeing.

For the suggestion, it seems to have my CRM function the way we need it Javascripts are going to be needed. Business Rules and workflows are an option but the desired outcome is not available within them

I am open to the best approach to resolve this. Thank you

Was this reply helpful? Yes No
LADoyle 10 on at

Like (0)

Report

Thank you, I will explore this option further.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Formula fields or similar to populate fields throughout the CRM

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Formula fields or similar to populate fields throughout the CRM

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates