With the launch of Microsoft Dynamics CRM 2015 earlier this Spring, calculated fields were introduced. This new field type can be set up to provide ‘Excel-like’ formulas and calculations at the field level and can be set up by a non-technical system customizer. Previous to Dynamics CRM 2015, scripts, plugins, and workflows had to be implemented to mirror this functionality. When setting the value in a calculated field, the following math operators are available:
- = (Equal)
- + (Plus)
- – (Minus)
- / (Divide)
- * (Multiply)
The following String Functions are available for whole number or single line fields (concat is only available for singe line)
- TRIMLEFT (trims characters from the left to right)
- TRIMRIGHT (trims characters from the right to left)
- CONCAT (add single lines of text together)
The following Date/Time Functions are available for Whole Number or Date/Time fields:
- ADDHOURS
- ADDDAYS
- ADDWEEKS
- ADDMONTHS
- ADDYEARS
- SUBTRACTHOURS
- SUBTRACTDAYS
- SUBTRACTWEEKS
- SUBTRACTMONTHS
- SUBTRACTYEARS
With the recent release of update 2015 Update 1, the following additional functions are now available:
- DIFFINDAYS
- DIFFINHOURS
- DIFFINMINUTES
- DIFFINMONTHS
- DIFFINWEEKS
- DIFFINYEARS
- NOW (gives current date and time)
This is a very powerful and useful new feature. In the scenario below, we will set up a calculated field in CRM to track the number of days that a case has been open.
- Add a new field to the case entity called ‘# of Days Open’
- Specify data type as whole number and field type as calculated (as see in the screenshow below)
- Click ‘Edit’ to the right of the field type and specify that you only want this to calculate if the status is open (since we only want to count # of days open in this field). Set the function to calculate the difference in days between the ‘created on’ date and ‘now’ (as seen below).
- Click Save and Close to exit the screen above and then click Save and Close again to exit the field set up screen.
- Add the field to your form and be sure to publish
Here is the field on the case record:
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