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.
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.
There comes a time when the needs of a CRM System outpace the out of the box functionality of Dynamics 365. While Dynamics 365 provides a vast framework from which one could build highly customized solutions for a variety of users, there may come a time when custom plug-ins are required to meet the needs of an organization.
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.
A few hundred custom fields, another hundred or-so workflows, and twenty tabs; all for one form? Sounds like you’re building an XRM. The term “XRM” refers to an extension of a CRM that encompasses business processes beyond the typical sales, service and marketing oriented systems.