Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Calculated Fields


Calculated fields were introduced with Dynamics CRM 2015. The purpose of these fields is to provide automatically calculated field values based on other existing firm field values. Before version 2015, we used a lot of customization to generate this behavior. In addition, all change request involved reaching out to the development team again, process a change request, and all the associated hoops.

Calculated fields bring the ease and usability found in Excel to Dynamics CRM. The process also does not require a developer any more, and any power user with permission to edit the system can create these fields as well as Rollup Fields described next.

In order to create a Calculated field, you create a field in a Solution just like any other customization. On the field properties form, look for the Field Type definition. From the drop-down list, select Calculated. Once the field is configured as Calculated field, you can click on Edit to change the way the field behaves.

The interface...