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XIRR calculation in MS Dynamic CRM

Posted on 2010-08-25
Medium Priority
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.
Question by:mayajhon1
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LVL 30

Expert Comment

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

Author Comment

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.
LVL 30

Accepted Solution

Feridun Kadir earned 2000 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.
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Author Comment

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?

Author Comment

ID: 33576691

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