- In Microsoft Dynamics CRM 2015, two new field types are added – Calculated Fieldsand Rollup Fields.
Use Calculated Fields
Calculated Fields are used to set calculated values which needs a formulae, all without using any code.
Select Field type as ‘Calculated’ and Click ‘Edit’ to create a field.
Note: Once ‘Data Type’ and ‘Field Types’ values are set, you can change the same.
Practise: set Expiry Date using Calculated Field
Scenario: Once a date is selected on ‘Start Date’ field, set the ‘Expiry Date’ with a date one year from today.
- Create a Calculated field ‘Expiry Date’
- Check Condition, if Start Date ‘Contains Data’.
- Set Expiry Date = ADDYEARS( 1, startDate).