Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
If you need to calculate the number of days between two dates, then there are a couple of options for you. There is a function called DATEDIFF being released with Microsoft Dynamics CRM Online Update 1 in Spring of 2015. If you have not yet received that update, then this blog will describe how to achieve this with workflow.
In this solution, we will use the native calculation of the duration on an Activity record and copy that duration to the calculated field on the target record.
Note: Experience with creating custom fields, entities, and workflows is required for this solution. Here's how we do it.
Sold date – Created = Sales cycle.
We have created the Sales Cycle field with a Data Type of Whole Number and a Format of Duration.
The example above used the field format as Date and Time, we can keep it simple by keeping the fields format as Date Only, as well.
Make sure to stop by our main Dynamics CRM 2015 page for even more great tips and tricks!