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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Tying total Opportunit...
Customer experience | Sales, Customer Insights,...
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Tying total Opportunity revenue to the Account screen

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Posted on by mbruno1 15

I'm looking for a way to display the total estimated revenue from opportunities referred by an Account Source.  

My Opportunities all have a custom Est. Revenue field which is a simple currency field that the user inputs with an estimated revenue figure.  I want to create a rollup that sums all the revenue from these opportunities and displays it on the Account page for the Account Source.  

While I cannot figure out how to get this done on Opportunities, I was able to sum all estimated revenue from LEADS and display that on the Account Source's Account page.  I did this mainly as a proof of concept (generally speaking, Leads are prospects we don't have estimated revenue for) - figuring if I could get the revenue from Leads to display, I could figure out how to get revenue from Opportunities to display.  Unfortunately, I haven't been able to figure that out yet.  I've created a 1:N relationship between Account (1) and Opportunities (N), but after following the instructions I could find - I am not able to get the desired result of total Opportunity revenue by Account Source.

My thinking is that the reason this works with Leads but not Opportunities is because when Leads are first entered in our system, they have a Lead Source.  However, when Leads are qualified to Opportunities, the Lead Source is copied to the Account field and then displayed on the Opportunity through a Quick View Form that shows the Account Source from the Account page.  I believe that the main issue is that the Account Source doesn't technically exist on the Opportunity - it's just displayed on the Opportunity from the associated Account.

Any suggestions on how to accomplish this?

  • mbruno1 Profile Picture
    mbruno1 15 on at
    RE: Tying total Opportunity revenue to the Account screen

    I was able to get this updated.  Basically just needed to make a minor adjustment to the form on my side.  Thanks Bipin.

  • mbruno1 Profile Picture
    mbruno1 15 on at
    RE: Tying total Opportunity revenue to the Account screen

    I did try one more thing.  I added Opportunity Account Source field to the Opportunity Form and when I manually add the Account Source from the Lead by typing it in, the revenue does roll up to the Account as needed.  

    The real issue is now having the Opportunity Account Source field auto-populate from the Lead Account Source

  • mbruno1 Profile Picture
    mbruno1 15 on at
    RE: Tying total Opportunity revenue to the Account screen

    Thanks Bipin.  

    On the Leads I have a field named "new_leadsourceaccount" which has a Data Type of Lookup field with a Target Record Type of Account. The Relationship Name is "new_account_lead_LeadSourceAccount".

    On Opportunities, I have field named "new_opportunityaccountsource" which has a Data Type of Lookup and the Target Record Type of Account.  The Relationship Name is "new_account_opportunity_OpportunityAccountSource"

    I have a 1:N relationship called opportunity_originating_lead already.  When created the mapping but the fields remain blank unless I populate it like a normal Lookup Field.  

    What am I missing?

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Tying total Opportunity revenue to the Account screen

    Hi,

    Can you create custom field Account Source on Opprtunity and add mapping to map this field value from Lead.

    Mapping between entities can be added from Customization->Customize the system->Entity->Lead->

    1:N Relationships->opportunity_originating_lead->mapping

    Make sure you create custom field with same data type and if it is optionset then with same integer value.

    Now use this custom field to calculate rollup.

    If found helpful, Please mark my answer verified.

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