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Microsoft Dynamics CRM (Archived)

Adding a custom field on Time Entries entity

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Posted on by

Hi. First time poster. Such a great community.

Hoping to get some assistance or guidance.

We currently utilise the Dashboard function within Dynamics and have built some visuals to help leaders gauge resource utilisation by displaying Actual Time logged by users over a set period. The current limitation is that the times are returned in MINUTES value in the visuals, despite the time entry forms (via Project Tasks) giving users the option to log time in either minute or decimal value. i.e. if i want to log an hour against a Project Task, I can either a) select from a drop down menu of incremental values, b) type "1 hour" or c) type "60 minutes".

Regardless of how I go about this, the field will always collate the data in minute value and subsequently roll-up to sum minutes on the visual. So a leader will look at it and instead of seeing 8 hours of time entries for a resource, they will see 480 minutes. 

My thinking is that instead of trying to reinvent the Time Entries entity, I can add a hidden field, ACTUAL HOURS, on the entity which will lookup the Actual Time field, divide it by 60 to convert to decimal value then round off to two decimal places. From there I can create a new visual which uses the hidden field to roll-up resource hours.

The objective is to improve the UX. We engage a developer periodically to roll-out our change requirements however I am trying to tackle this on my own (I am a BA in the business that assists with CRM training and support, not a developer).

I have worked out how to add a field I just can't work out next steps i.e. make it reference the correct field and create the business rule
Settings>Customize The System>Components>Entities>Time Entries>Fields

Appreciate any assistance.

Example of visual

Example_5F00_CommunityDynamicsTimeEntry.PNG

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  • Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Hi Jacob,

    Time Entries have their own custom UI, which you are not able to modify. You can of course run searches on the Time Entries using Advanced Find and then make changes to the records that way, which will enable your ability to use your custom fields.

    If you want to make calculations that do not involve development, you can take a look at writing Business Rules on the particular fields that you created. See the link below:

    technet.microsoft.com/.../mt826761.aspx

    Hope this helps.

  • Community Member Profile Picture
    on at

    Thanks Aric

    That approach may just work. Had a quick read through the link and looks helpful.

    Appreciate the input.

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