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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Calculate Account Acti...
Microsoft Dynamics CRM (Archived)

Calculate Account Activites

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Posted on by Community Member

Hi, 

I wanted to ask, how to calculate all activities Regarding account? I Need a field to see, which account have the most activities and which have less than expected or none. Maybe anyone have suggestions? 

Thank you. 

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  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Calculate Account Activites

    Hello.

    You can do it by using rollup fields...

    community.dynamics.com/.../193741

    But be aware that you will face some limitations.

    Plug-ins are also a good solution.

    Kind regards,

    Karsten

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Calculate Account Activites

    1.

    You could do this via the web api with something like this has certain limitations though as it would only get called when a user opens up an account record.

    var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/activitypointers?$filter=_regardingobjectid_value eq your_account_guid&$count=true", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
    if (this.readyState === 4) {
        req.onreadystatechange = null;
        if (this.status === 200) {
            var results = JSON.parse(this.response);
            var recordCount = results["@odata.count"];
        } else {
            Xrm.Utility.alertDialog(this.statusText);
        }
    }
};
req.send();

    2.

    Create a plugin that runs on create for all activities, check the regardingobject field and update the counter on the account form if valid.

    Hope this can help you

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