To create a new calculated field, it’s as simple as adding a new attribute and selecting Calculated as the field type.
Once you have selected Calculated you can click edit to create the formula.
First I want to check to make sure the Quantity field actually has data before I do the calculation, so we have the ability to specify a condition for the system to check before executing the formula.
Once your condition has been set then you can create the formula.
Now the Total Price field will automatically calculate as long as the Quantity field contains data.
You can continue to build out these formulas based on the requirements but also have the ability to put an “ELSE” clause in. So if the Quantity field contains data it will do the calculation, “ELSE”, execute another formula.
If you have questions about this or need other support services for Dynamics CRM, contact our professionals at email@example.com. RSM has been implementing Dynamics CRM since version 1.0 and can support solution that are the basic “out of the box” model to a complex architecture featuring automation, dashboards, system integration and custom development.
Learn more about the features added to Microsoft Dynamics CRM 2015.
By: John Annunziato – Philadelphia Microsoft Dynamics CRM partner