Solved

XIRR calculation in MS Dynamic CRM

Posted on 2010-08-25
6
703 Views
Last Modified: 2013-11-24
can I calculate the IRR in MS Dynamic CRM.
I have account entity and transaction entity.
is it possible or i need to export to excel.
Thanks,
Maya
0
Comment
Question by:mayajhon1
  • 3
  • 3
6 Comments
 
LVL 29

Expert Comment

by:feridun
ID: 33528858
Can you explain what IRR is please and which transaction entity you are talking about?
0
 

Author Comment

by:mayajhon1
ID: 33530975
IRR it's an excel formula that will calculate the Internal Rate of return for an investment.
It requires values such as Purchase, sold , and a value of an investment to calculate . I have this information in the db. I just don't know how to apply the fomula and if it's possible.
0
 
LVL 29

Accepted Solution

by:
feridun earned 500 total points
ID: 33534483
If the information is stored in the CRM database then it should be possible to do the calculation.

Firstly, where do you want to see the result, on a CRM form? If so, then you will probably need to use a Form event with Javascript to do the calculation and store the result in a field on the CRM form.

Alternatively, you can run a query against filteredviews in the CRM database and do the calculation in Excel

Or maybe you'd like to see the result in a SQL Reporting Services report.
0
PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

 

Author Comment

by:mayajhon1
ID: 33536286
I would like to see it in both the crm form and SSRS.
but I'm new to both do you have any suggestion of a book or a site that can help?
Thanks
0
 
LVL 29

Expert Comment

by:feridun
ID: 33574484
0
 

Author Comment

by:mayajhon1
ID: 33576691
Thanks
0

Featured Post

Free Trending Threat Insights Every Day

Enhance your security with threat intelligence from the web. Get trending threat insights on hackers, exploits, and suspicious IP addresses delivered to your inbox with our free Cyber Daily.

Join & Write a Comment

Salesforce.com’s Console is a great tool to view activities, leads, contacts, accounts and opportunities all in one screen. It is particularly effective during call blocks and working numerous activities at a time in a quick, repetitive fashion (suc…
Salesforce.com is a cloud-based customer relationship management (CRM) system. In this article, you will learn how to add and map custom lead and contact fields to your Salesforce instance.
Excel styles will make formatting consistent and let you apply and change formatting faster. In this tutorial, you'll learn how to use Excel's built-in styles, how to modify styles, and how to create your own. You'll also learn how to use your custo…
In this tutorial you'll learn about bandwidth monitoring with flows and packet sniffing with our network monitoring solution PRTG Network Monitor (https://www.paessler.com/prtg). If you're interested in additional methods for monitoring bandwidt…

747 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

8 Experts available now in Live!

Get 1:1 Help Now