web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Built a fix for D365's...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Built a fix for D365's activity rollup gap (polymorphic table + no real-time counts)

(0) ShareShare
ReportReport
Posted on by TB-08081829-0

Ran into this in nearly every D365 environment I've worked in as an admin/consultant: no native way to see total activity counts on Account/Contact records. Activities are tracked meticulously but never roll up — you're stuck building custom rollup fields or scripts, and even then, it's rarely real-time because of the polymorphic table structure that activities live in.

Built Activity Rollup Pro to fix it — automatic, real-time activity counts on Account/Contact, no custom rollup fields, no script to maintain.

Live on AppSource: https://marketplace.microsoft.com/en-us/product/crm-strategy.activity-rollup-pro?tab=Overview

Writeup on the technical problem: https://www.crm-strategy.com/blog-activity-rollup-pro

Curious if others have hit this same wall and how you've handled it.

Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
I have the same question (0)
  • Suggested answer
    Daniyal Khaleel Profile Picture
    Daniyal Khaleel 821 Most Valuable Professional on at

    this is definitely a common limitation in Dynamics 365 CRM. We’ve handled similar requirements using custom rollup fields and Power Automate, but keeping activity counts accurate in real time can be challenging because activities are distributed across different activity tables.
    A real-time solution that handles the activity relationship and rollup automatically would be very useful, especially for Sales dashboards, account health, and customer engagement reporting.
    I will definitely take a look at Activity Rollup Pro

    Plugin — best for real-time requirement
    A Dataverse plugin can execute when activities are created, completed, or deleted and update a counter on the related Account/Contact.
    For example:
    Account.Total Activity Count = 125
    When a new Phone Call is created:
    125 → 126
    This is generally the better approach if you have large data volumes and need real-time counts.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 88 Super User 2026 Season 2

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 35 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 34 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans