welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How can use to Roll-Up fields in Dynamics CRM 2015

By Anurag on 11/25/2016

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.

Dynamics CRM
MS CRM 2016
Roll-Up Fields
Author
Blog Calendar
Blog Calendar List
2018 Nov  22  3
2018 Oct  7  3
2018 Sep  13  11
2018 Aug  2  2
2018 Jun  11  1
2018 Jan  41  2
2017 Sep  348  5
2017 Aug  14  1
2017 Jul  15  2
2017 Jun  36  2
2017 May  17  1
2017 Apr  31  2
2017 Mar  104  4
2017 Feb  269  4
2016 Dec  171  3
2016 Nov  265  8
2016 Oct  197  10
2016 Sep  341  6
2016 Aug  38  1
2016 Jun  1580  6
2016 May  102  3
2016 Jan  68  2
2015 Dec  373  6
2015 Nov  3  1
2015 Oct  11  1
2015 Sep  1104  6
2015 Aug  10  1
2015 Jul  101  2
2015 Jun  7  1
2015 May  20  1
2015 Apr  21  2
2015 Mar  67  3
2015 Jan  4997  4
2014 Dec  14  1
2014 Nov  2159  4
2014 Oct  74  2
2014 Sep  95  2
2014 Aug  2847  1
2014 Jul  40  2
2014 Apr  2401  12
2014 Mar  268  19
2014 Feb  216  8
2014 Jan  1490  16
2013 Dec  21  2
2013 Nov  607  2
2013 Oct  239  3
2013 Sep  10  1
2013 Aug  29  3
2013 Jul  202  1
2013 Apr  43  6
2013 Mar  1633  10
2013 Feb  272  4
2013 Jan  244  2
2012 Nov  24  2
2012 Oct  394  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote