In our last couple of entries, we have been discussing Business Rules enhancements found in Microsoft Dynamics CRM 2015. Business Rules were introduced a year ago, and the feature provides a great way to achieve the most common and simple validations without coding skills. Analysts can easily create advanced business logic through a declarative point-and-click interface to perform actions within Microsoft Dynamics CRM.
Often, users are looking at data that is a result of some calculation. For example, a salesperson may want to know the weighted revenue for an opportunity which is based on the estimated revenue from an opportunity multiplied by the probability. Or a salesperson may want to automatically apply a discount.
To provide this data, you can define calculated fields in the CRM User Interface without needing to write code. The calculated fields contain values calculated based on conditions and formulas defined within the fields. The conditions and formulas can refer to the values of other fields in the same entity or values of fields in related entities. You can define a calculated field to contain values resulting from many common calculations, such as simple math operators, and conditional operations such as greater than or if-else, and many others.