Rollup fields is a new features of MS Dynamics CRM 2015, it’s used to aggregation of data from child records and use in many business scenarios. The Following steps are below.
1. Create roll-up field, start from a newly created field on the Account form. Choose your Data Type and set the Field Type to Rollup.
2. Related Entity: If you want to get related entity data in our roll-up, then you can use related entity for example if you want to get data from the opportunity entity then select Related: Opportunities (Account).
Filters: It’s allow criteria for records.
Aggregation: Finally, it’s used to here we have chosen the field on two opportunity record that we want to roll-up, and we’ve chosen to utilize the “SUM” function.
3. All these steps will allow for us to display the Actual Revenue field from Test Account.
· Roll-up operate on the asynchronous process. You can trigger them via pressing the “refresh” icon in the actual roll-up field on the form.
