As demonstrated in my post “ CRM 2015 Rollup Fields: The Gotchas“, the data shown in rollup fields may be up to 30 minutes old, since these are updated based on an asynchronous job (unless you apply the workaround described in that blog post). A more accurate description could therefore be that calculated fields can access data from the “1” side of the 1:N one-to-many relationship, whereas rollup fields are the tool for retrieving data from the “N” side of the logical data model in our CRM organization.Īnother aspect that the system customizer must be aware of before starting to leverage these new tools for building CRM 2015 solutions is how and when the field values are calculated. Well, actually that’s not entirely true, since a calculated field can also reference a value from a related parental record in its formula.
How calculated fields differ from rollup fields is that with them we’re always working on the current record, whereas rollup fields retrieve data from related records.
Essentially these are the types of fields where you don’t directly insert a value in CRM, but rather the field value is calculated from one or more other fields in the system, based on the formula and conditions you specify in the calculated field definition editor found from the field’s properties in the CRM customization menus. Rollup fields is something I’ve covered in more detail in an earlier blog post, so this time we’ll be working with the other type, which is the calculated fields. Introduction to Calculated FieldsĪs you should have noticed by now, the CRM 2015 release added the possibility for defining two new “complex” field types in addition to the traditional “simple” fields. After having adjusted the lead to opportunity process to better suit our needs, we’ll next have a look at how the data managed in the opportunity stage could be more easily entered and maintained by leveraging the no-code customization tools available in Dynamics CRM. As described in my previous blog post about lead qualification process customization, this content is taken from my webcast titled “ A Non-Developer’s Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015“. It’s time for part 2 in the Smarter Sales Process article trilogy.
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