Calculated Fields in MS CRM

In Microsoft Dynamics CRM, calculated fields let you automate manual calculations used in your business processes. 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, they want to automatically apply a discount, if an order is greater than $500. A calculated field can contain values resulting from simple math operations, or conditional operations, such as greater than or if-else, and many others. You can accomplish all this by using the CRM user interface, no need to write code.

Let’s see how this works!

Personalize MS CRM for Your Organization using Themes

Create a uniform look and feel across all your applications with themes. For example, add a company logo or change default colors for entities or links. Preview your custom theme, and then publish it for the whole team when you’re ready. No code required! 

Let’s see how this works!

Hierarchical Views to see related Accounts, Products, and Users in MS CRM 2016

“A picture is worth a thousand words” – Hierarchical View - This new way to view accounts, products, and users helps you see how info is related.

From MS CRM 2015, users can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts. You can click a block of info to get more details and navigate to the info you’re interested in. You can gain valuable insights by visualizing your data as a hierarchy.

For example, from the hierarchical view, you can:

• See how an account is doing in overall revenue
• See how products are related in bundles or families
• See User hierarchy
• See Team members of a particular User

To know more, Watch this video!