Using Microsoft Dynamics CRM to do Simple Calculations


CRM workflows can be used to do simple calculations. I have come across many users who are not aware of this feature and thought it would be a good topic for a blog. In this example, the workflow is doing a simple calculation.

Before you build this workflow, add an attribute called Weighted Revenue of type money to the opportunity form.

Now Create a workflow that calculates the weighted revenue value from Est. Revenue and Probability. In CRM we capture probability as a whole number so Weighted Revenue = Est. Revenue * (Probability*0.01).

Set Weighted Revenue to Probability:

Multiply the value in Weighted Revenue field by 0.01. This is done using Operator “Multiply by”:

Now Multiply Weighted Revenue field by Est. Revenue:

 <Editor note> This is so simple and an awesome way of calculating the weighted revenue. I absolutely love this. For the kicks, we actually tried this out and it took us just 4 minutes to implement this solution.

Cheers,

Shilpa Sinha

Comments (3)

  1. Anne Stanton says:

    Thank you for continuing to post GREAT tips on Microsoft Dynamics CRM v4 in the world of happy buzz on the next version.

  2. RichardKnudson says:

    I wrote an article a while back on almost exactly the same topic, same attribute anme & everything: http://www.dynamicscrmtrickbag.com/…/calculatedfields_wf

    Looking forward to learning all the new stuff in workflows in CRM 2011!

  3. Julian Sharp says:

    This is one of the examples from the Workflow course 80003A