D365 – Use Rollup Fields

Posted on July 23, 2019 by Paresh Sharma

  • Rollup Fields rollup information from the related records (or in other words, it aggregates value of related records).
  • Example: Total estimated revenue of open opportunities of an account, Number of high priority open cases across all accounts, etc.
  • Functions available:
    • Sum
    • Count
    • Min
    • Max
    • Avg

    How it Works?

    Let us say, we need to see how many bookings does a Contact have?

  • Customize the system
  • Go to Contact Entity and add a new Rollup field as shown below:

  • Add this field to the Contact form.
  • Create some Booking Details with various Agents (Contacts) and then check the contact form for the result:

    NOTE: If you do not see a value, click Recalculate function.

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