Breaking news from around the world
Get the Bing + MSN extension
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
How to add the total quantity of products in word template, please see the below word template which is taken for printing purpose
You need to create a field for the Quote entity to summarize the quality of the quote products, so it should be the rollup field.
The rollup field won't be calculated in time, so we'll use the workflow to make it recalculate each time quote is updated. (This workflow is a custom workflow and you must not write code.)
Alternatively, we can set the refresh time of the rollup field, which can be as short as 1 hour.
1. Create a rollup field.
Create a new field for the Quote entity, Date Type is Decimal Number, and Field Type is Rollup.
Edit its rollup logic. Related: Quote Lines(Quote).SUM of Quantity.
Place this field on the quote form and test it. You need to click on the calculator icon and click Recalculate to make it effective.
2. Create a custom workflow.
The SDK contains the class “CalculateRollupFieldRequest” that can force the calculation to occur on a specific record without having to wait until the scheduled recalculation job runs. Using this class is as simple as passing in a target EntityReference and the rollup field on the Entity.
Please refer to the following two blogs with sample code.
Or you can download the workflow tool to use directly.
Please refer to this post: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/273683/word-template-sums-calculations
3. Set the refresh time of the rollup field.
This is a codeless way to have the rollup field refresh every hour.
Please refer to this blog: https://community.dynamics.com/365/b/sachinbansalmicrosoft/posts/dynamics-365-rollup-fields-important-points
Don't forget to mark the verified answer by clicking Yes.
This will help other users quickly navigate to this post.
Business Applications communities