Fields And Data Type In Dynamics CRM

Introduction

We will learn about fields and data types in dynamics 365 CRM. Which type of data fields are used for which scenario and what is the best use of different data types. We also learn about lookup and calculated fields.

Fields and Data Types

Single Line Of text

This is used for small texts or string.

Open Set

This type is used for dropdown control. You can create local and global option set as per requirement.

Two Options

Two options set is basically used for true false, yes no type values. It’s Boolean data type.

Image

This type is mainly used to store logo image, you can use only one this kind of data type per entity which can maximum store 5120 kb data.

Whole Numbers

This field is used for numbers in format like,

1. None: Set Minimum and Maximum value.
2. Duration: it’s used to store duration in terms of minutes, hours, days. Hours and days can be also entered using decimal like x.x.
3. Time Zone: it is used to store time zone of user.
4. Language: It’s dropdown value with different language to specify targeted entity language.

Floating point Number

It uses to store floating point decimal numbers.

Decimal Number

This is used for numbers with decimal value.

Currency

Uses to store money value.

Multiple line of text

This is used to store large text with maximum length of 1,048,576.

Date and Time

This is used to store date time data type. It has following behavior –

1. User Local: It stores user local time zone.
2. Date Only: it stores only date part.
3. Time Zone Independent: It store data without any time zone conversion.

Lookup

This type is used to represent relationship with other entities.

Calculated Fields

This is a new feature in CRM which use to store data after calculation based on other attribute and conditions. Following data type is supported by this field:

• Single line Text
• Option Set
• Single
• Two Options
• Whole number
• Decimal number
• Currency
• Date and Time

When you select calculated field type, an edit button appears to put condition and action to perform calculation.

Rollup Fields

Rollup field is used to perform automated calculation based on related entity record. It supports following data type:

• Whole number
• Decimal number
• Currency
• Date and time

Same like calculation field you can find edit button which allows you to select source entity and then calculation condition.

Summary

1. We learned about different data types.
2. We learned about Calculated field in Dynamics CRM.
3. We learned about lookup field in Dynamics CRM.