locked
CRM 2015 changing a field to a rollup/calculated field RRS feed

  • Question

  • We have java script to rollup several different existing money fields to the total estimate revenue on the form. Now with our upgrade to CRM 2015 we want to take advantage of the rollup/calculated field option.

    1. Can we change an existing field into a rollup/calculated field? I don't think so

    2. What is the use case to migrate to this scenario? If I have to create new fields I lose all historical data, don't I?

    Thanks all

    Tuesday, October 27, 2015 8:16 PM

Answers

  • You can't change an existing field to a calculated field.

    If the existing field values are calculated from other fields, then you won't lose historical data (other than audit data), as the values will just be recalculated in the new fields


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by malobk Thursday, November 5, 2015 8:44 PM
    Wednesday, October 28, 2015 11:34 AM
    Moderator