Leads Total

(0) Share

Report

Posted on by Community Member

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

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (2)

Suggested answer

Michael Ual on at

Like (1)

Report

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

Was this reply helpful? Yes No
Johnny Gong 6,482 Moderator on at

Like (1)

Report

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

Was this reply helpful? Yes No
Suggested answer

Alex Fun Wei Jie 33,628 on at

Like (1)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

meenoo 7,316 on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Verified answer

Alex Fun Wei Jie 33,628 on at

Like (1)

Report

Hi,

you can do it via below steps.

click edit

place the field on header.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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;

Was this reply helpful? Yes No
Verified answer

Alex Fun Wei Jie 33,628 on at

Like (1)

Report

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

Was this reply helpful? Yes No