Dynamics CRM New Feature (4): Calculate Field & Rollup field

Calculate Field & Rollup field can be said to be 2 comparison to the force of the feature, as the dynamics of the CRM version of the update, so the exciting feature is one after another to emerge. As far as calculate field and rollup field are concerned, the prior implementation of such a feature requires the developer to participate, but now it is simple to do with a simple manual configuration.

Calculate field--Therefore, is the Cascade field, the value of multiple fields to calculate and assign the results to the final field, before doing such development is inseparable from JavaScript, and more to the point is that the server side changes will also trigger Calculate logic, This means that both Plugin,workflow and data import can enjoy this benefit. Of course the configuration calculate field is also very simple, you can follow the following steps to configure.

1. Create a calculate Field

2. Configure calculate rule (that is, business rule, click Edit on the right of field type)

3. Test results

Rollup field is also a rollup of fields, in the project, we often do some summary calculations, such as quote and quote line item, we want to build a field on the quote amount to count all quote line under the quote A summary of the unit price in item. If it were before, we would definitely use plugin to implement the logic, after the quote line item has not been created to recalculate the value of amount.

Now, with rollup Field, we can save the time of using custom code to calculate the total value. Although the rollup field is relatively powerful, it has some limitations, such as the inability to calculate summary results in real time, and the ability to summarize only the fields of number and datetime types. Let's look at how it's configured:

1. Create a rollup field

2. Configure Rollup Rules

3. Test results (because the hierarchy is checked, all rollup results are aggregated to the previous level, and the 2 branche below the China branch have one completed phone call)

4. Let rollup task run immediately

I'll also update the related feature for Dynamics CRM 2015, and I hope you'll be interested in this series of articles.

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Dynamics CRM New Feature (4): Calculate Field & Rollup field