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Field Limits in Dynamics 365: How Many Fields Is Too Many Fields?

Do you plan on creating an entity with hundreds of fields?  Were you told that you will hurt user-adoption and ease of use?  Are you planning on doing it anyway? Great! But be cautious, because there are different limits on the amount of fields that can be added to an entity in Dynamics 365.  There is currently no way of seeing these limits in Dynamics 365 before you reach them.

Move Data Between Records that are Not Directly Related

Suppose you want to move data between records that are not directly related, but share a common parent.  Beringer Technology Group's Decimal Field Copy custom workflow can dynamically move values between records like these.

 

The image above represents a common set of relationships in CRM.  Child A and Child B records belong to two separate entities and have no direct relationship, but they both lookup to the same parent record.

Working with Calculated Fields in Dynamics 365

What is a calculated field?
Calculated fields perform calculations using data from other fields and return the result.  Calculated fields do not require knowledge in programming and are easy to set up.
Let’s start by creating some fields.
Create 2 fields and set the Data Type to Decimal Number and the Field Type to Simple.