Using Rollup fields with Account Hierarchy in CRM 2015.

We recently had a requirement wherein we had one custom entity Financial Detail associated to Account as many to one relationship.

i.e. One account record can have multiple Financial Details records associated.

We had this field Total (currency) in Financial Detail entity of type currency.

The requirement was to have sum of Total of all related Financial Details records of the Account record plus of any Sub Accounts (child accounts up to n level).

It would have been painful if we had to implement the same using Plugin.

This we can achieve easily using Rollup Field in Account

Below is the definition of the Roll up field named Total Rollup

  • Set Hierarchy as Yes.
  • Select Financial Details as the related entity.
  • Filter based only Active records.
  • In Aggregation specify Sum of Total (currency field in Financial Details record).

 

Hope it helps.


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

1 thought on “Using Rollup fields with Account Hierarchy in CRM 2015.”

Share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s