Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

Arrow left icon
Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
Concepts
Arrow right icon
Author (1):
Arrow left icon
Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
Arrow right icon
View More author details
Toc

Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Scenario 2


A user in the same system wishes to maintain the weighted average score of a student for the entire year. The user has devised a formula and wishes the system to maintain the score without any extra input from her side.

The scenario can be achieved using Calculated fields in Microsoft Dynamics CRM 2016. In the earlier versions of Dynamics CRM, the user had to write a custom code in JavaScript, or a plugin, to carry out this logic. However, in this edition of Microsoft Dynamics CRM 2016, we can achieve this functionality without having to write any custom code. The following are the steps for doing the same:

  1. The first step is to create individual custom fields for assignments, midyear score, final year score, and weighted average score:

Scenario 2 Assignment field

  1. Next, the user needs to create a weighted average field for the total score. The field type should be Calculated:

Scenario 2: Calculated field

  1. Now save the field. A popup should come up. As we do not need any prevalidated conditions...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime