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

Rollup fields


In the same category as features with Calculated fields is the Rollup fields. Generating this type of field is quite similar to adding Calculated fields. The purpose of Rollup fields is to aggregate data from multiple child records. This addition is extremely helpful to reduce a lot of previous code complexity when performing such actions. An example is calculating the number of closed Opportunities in the last six months. In previous versions before Rollup fields were available, this scenario was handled by a develop function creating this functionality custom through code. Now, this can be replaced with a simple customization.

Adding a Rollup field is an option made available to only certain field data types. The ones that do not accept Rollup field are as follows:

  • Single Line of Text

  • Option Set

  • Two Options

  • Image

  • Floating Point Number

  • Multiple Lines of Text

  • Lookup

Selecting a data type that supports Rollup Field allows us to select the Field Type as Rollup, as shown...