In this lesson, we will learn about fields and data types in Dynamics 365 CRM. Which data fields are used for particular scenarios, and how should different data types be used? Lookup and calculated fields are also covered.
Fields and data types
Single Line of Text
Multi Line of Text
This is used to hold huge amounts of text, having a maximum length of 1,048,576 characters.
Two Options
Two options Basically, true false, yes, and no type values are utilized in sets. The kind of data is Boolean.
Option Set
This kind of control is used for dropdown menus. According to your needs, you can construct local and global option sets.
MultiSelect Option Set
Users can select several options from a set for any data that can be captured inside a set of options.
Image
This data type, which can hold a maximum of 5120 kb of data per entity, is mostly used to store logo images.
Whole Number
Use this field for numbers in the following formats:
Set a minimum and maximum value if none.
In terms of minutes, hours, and days, duration is used to store time. Decimal values like x.x can also be used to enter hours and days.
Time Zone: This is used to store the user’s time zone.
Language: This drop-down option allows you to define the language of the targeted entity.
Floating Point Number
It is used to store decimal floating point numbers.
Decimal Number
This is used to represent numbers with decimal values.
Currency
used to keep the value of money.
Date and Time
Here is where date-time data types are stored. It behaves as follows:
User Local: The time zone for the user is stored.
Date Only: It simply saves the date portion.
Time Zone Independent: It doesn’t convert times zones when storing data.
Lookup
This type is used to define a connection to other entities.
Calculated Fields
This new CRM function stores data that has been calculated depending on other attributes and conditions. This field accepts the following data types:
- Single line Text
- Option Set
- Single
- Two Options
- Whole number
- Decimal number
- Currency
- Date and Time
Rollup Fields
Automated calculations based on related entity records are done using rollup fields. The following data types are supported:
- whole number
- Decimal number
- Currency
- Time and date
