crmtipoftheday: Tip #1148: Use visual controls + calculated fields to create an in-form dashboard

[Blog bot]

Источник: https://crmtipoftheday.com/1148/use-...orm-dashboard/
==============

Want to add some sizzle to you form configuration? David Reinsvold recommends using visual controls with calculated fields to create a nice looking dashboard in your Dynamics 365 Unified Interface form. The following is an example of an investor form that visually displays relevant investor data.



Let’s take a closer look at how this is built:

1. Current Year return

• Calculated Field
• Data Type: Decimal Number
• Field Type: Calculated
• ((new_investmentvalue – new_investmentvaluejan1) / new_investmentvalue) * 100
• Control: Arc Knob
• Value: hsl_currentyearreturn
• Min: .1
• Max: 15
• Step: .1

2. Return vs. Goal

• Data Type: Decimal Number
• Field Type: Calculated
• (new_investmentvalue / new_investmentgoal) * 100
• Control: Arc Knob
• Value: hsl_goalprogress
• Min: 0
• Max: 100
• Step: 1

By combining visual controls with calculated fields you can easily add visual context to a record and give your users a richer user experience.

Thanks for the tip, David. Do you have a tip for us? Send it to jar@crmtipoftheday.com.

(Facebook and Twitter cover photo by Paula May on Unsplash)



Источник: https://crmtipoftheday.com/1148/use-...orm-dashboard/