Personalized Community is here!
Quickly customize your community to find the content you seek.
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
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have custom entity and it contains From and To date fields and also a Rollupfield, which display sum of estimated revenue from opportunity which created in between selected from and to date. I have tried to do it with OOB rollup field but, i am not able to filter the opportunity records based on the date fields enter. Can anyone help me on this. It will be so nice.
Would you please describe your problem more clearly by attaching some screenshots or providing more details?
Which date fields you'd like to filter opportunities with?
In a custom entity I have 2 Date fields From and To.
I should get sum of Estimated Revenue in Total Income field from all the opportunity records created in between the given date.
I tried this using OOB rollup field, but i am not able to select the from and to attributes in query,
to filter the records based on the date value given. I hope i made it clear to you
Please note, the Filters here show fields from the Opportunity. Your custom entity fields will not show here.
In other words, you can only compare with opportunity fields here (because the opportunity is selected as a related entity).
You cannot implement your requirement with the Rollup field.
You can use Microsoft Flow or Plugin for this purpose.
Thank you so much for the information
Business Applications communities