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Microsoft Dynamics CRM (Archived)

Counting Child records on Parent record form

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Posted on by 190

Hi

Is there a way to display in a number field the 'Count' of contacts on the Accounts form?

I would require a field on the Accounts form called 'Contacts UK Count' for example that would look at the contacts of that Account and if the Country = UK then it would add/subtract on that field every time the form is opened.

Is it possible through calculated fields, business rules or would it have to be a plugin?

Thanks

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  • Verified answer
    M.Azwar Alam Profile Picture
    on at

    Hi,

    Check for  rollup field

    Mark answer as verified

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    11,401 on at

    Hi

    You can achieve this using a Rollup field (Count aggregate function).

    Please refer the example in the following:

    [View:https://technet.microsoft.com/en-us/library/dn832162.aspx:750:50]

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