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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Field that counts the number of related records in a child entity

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Posted on by 8
Hi,
 
I want to add in a field (Number of Lost Project Reasons) on the the form, see screenshot attached. 
It should count the number of records in the sub-grid "Lost Project Reasons". In this case, 2
 
What is the easiest/best way for me to do this?
 
Thanks you for your time,
Ollie
cnt.PNG
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  • Suggested answer
    ManoVerse Profile Picture
    778 Super User 2026 Season 1 on at
    Here are the cleanest options listed from simplest(no code) to most flexible I would say. You have to decide best based on your requirement :

    Rollup Field ( Simplest) 
    Use it when you want a simple, no‑code count of child records. , Don’t use it when you need instant updates,rollups refresh on a schedule, not in real time.
    Power Automate Flow
    Use it when you want near‑real‑time updates without coding.
    Form JavaScript ( need bit code)
    Use it when you want the count to update instantly on the form as users interact.  Don’t use it when the value must stay correct server‑side, in views, reports, or automation, JS only updates the UI unless saved.
    Plugin (C#) ( need code)
    Use it when you need the most reliable, real‑time, server‑side update every time a record is added or removed. Don’t use it when you want a simple, admin‑friendly solution, plugins require deployment, dev skills, and ALM overhead.
     
    Let me know if you need help for steps to implement any approach.
     
    Regards,
    Manoj
    ✅If this answer helped you, please consider marking it as Verified, it really helps others in community
     
  • Suggested answer
    11manish Profile Picture
    115 on at
    The easiest and most effective way to display the count of related records in a field on a Dynamics 365 form is to use a Rollup Field.

    This is an out-of-the-box, no-code solution that allows you to aggregate data from child records directly into a parent record.

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