Leads Total

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Hi All,

I'm currently trying to work out how to create a section in the account entity which shows a total number of Leads attached to the account.

Would anyone be able to help me with this?

The above is the top of my accounts entity - On there i would like a box which totals how many leads are connected to this account.

Many Thanks

Kerry

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Michael Ual on at

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Create a rollup field on the account entity for the lead entity. Select count as the value to be rolled up.

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Johnny Gong 6,482 Moderator on at

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Hi，

This could be easily achieved by Advanced Find function in CRM. Did you mean you want to achieve it by script?

BR

Johnny Gong

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Alex Fun Wei Jie 33,628 on at

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Hi,

Use rollup field as suggested by Michael Ual. You can refer below post for more information.

www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015

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Community Member on at

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The above is the top of my accounts entity - On there i would like a box which totals how many leads are connected to this account.

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meenoo 7,316 on at

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Hi Kerry,

Create a new rollup field and add it to a new section(just like you wanted a box) under header section.

Here is an article(like others have suggested) that explains how to create a rollup field with a similar example as your requirement. Try to follow it and let us know if you are stuck anywhere.

community.dynamics.com/.../introduction-of-rollup-fields-in-crm-2015

Thank you.

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gdas 50,091 Moderator on at

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Hi Kerry,

If you dont want to create rollup field , I would suggest create a text field and put it in the header of the form . Now in the form on load using JavaScript API call get the number of leads and set the value to the fields.

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Alex Fun Wei Jie 33,628 on at

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Hi,

you can do it via below steps.

click edit

place the field on header.

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Community Member on at

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Thank you for your responses... I have followed the steps you suggested however it does not seem to be calculating the amount of leads connected to this account - It seems to be showing a calculator instead? Please see screenshots below;

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Alex Fun Wei Jie 33,628 on at

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HI,

Click on the calculator ,it will immediately calculate for you, in future , by default it will updates every hour

dynamicscrmpros.com/changing-rollup-calculation-frequency-microsoft-dynamics-crm-2015

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