The Calculated and Rollup fields

In Dynamics CRM 2016, we can define attributes as Calculated and Rollup. Calculated fields allow a user to automate mathematical calculations used in the solution. Based on the type of the attribute, Dynamics CRM allows the user to configure an attribute with the type as Calculated or Rollup.

An attribute can be declared as a Calculated attribute if its value can be derived from a mathematical formula, such as the addition or multiplication of two fields.

An attribute can be declared as a Rollup field if its value can be derived using an aggregate function over a set of other records related to that specified record. For example, we can aggregate data from the activities related to the record, such as emails and appointments.

The following screenshot shows how an attribute can be declared with its type as Calculated or Rollup:

Rollup/Calculated Field Declaration
This option cannot be rolled back and is only defined when the entity is being created.

Now, while we have gone through how the Rollup and Calculated fields are created, we need to understand some aspects, which we will do in the next section.

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