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Hi All ,
I have two entites.
1)A
2)B having 1:N relationship between them.
i have three currency fields on entity B.
i need to get total of these three fields on entity "A" on field "Total".
how can i do this in dynamics crm.
Hi Mona,
If my post answered your question, would you please verify my post?
Thanks,
Regards,
Thnaks
Hi,
My understanding is that you want to sum all the Entity B records that is related to Entity A.
For instance;
Is this right? If so, then here are the options;
Regards,
Hello Mona Chavan, how are you?
Mona, regarding your scenario, I can recomend the use of calculated and rollups fields.
You can use a calculated field on entity B to sum those three currency fields and on entity A a calculated field that will do a sum on the calculated field.
Please take a look on the article https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-calculated-fields on how to create a calculated field and https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields about rollup fields.
There are also the limitations about each feature documented.
Sample using contact and account entities.
Contact A
Contact B
On Account (3 + 10) = 13
Another product that could be used is Microsoft Power Automate, to create a flow that when a record is created or changed on entity B, sum all related records and update the entity A with the result of this sum. More details on https://flow.microsoft.com/
I hope that this information could help on your scenario.
Best regards.
Rodrigo Hentz - Dynamics 365 Support Engineer
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