Roll-up child Opportunity Activity on Parent Opportunity Activity Timeline Pane.

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Posted on by Hitesh Raval

Hello Folks,

I have implemented Parent Child Opportunity concept in our one of the project.In child opportunity user can select parent opportunity. There is Timeline pane also available on Opportunity pane.

Can you please let me know how can I Roll-up child opportunity activities on Parent Opportunity Timeline pane.

Please find below attached screenshot for reference:

Thanks.

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Leads or Opportunities

Activity Feeds

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Hitesh Raval 30 on at

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RE: Roll-up child Opportunity Activity on Parent Opportunity Activity Timeline Pane.

Thanks Lu, its working fine now. :)

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Spandya 5 on at

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RE: Roll-up child Opportunity Activity on Parent Opportunity Activity Timeline Pane.

Hi Lu Hao,

Thanks its working fine after implementing solution.

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LuHao 40,888 on at

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RE: Roll-up child Opportunity Activity on Parent Opportunity Activity Timeline Pane.

Hi Hitesh,

Open up the relationship configuration screen and have a look at the Relationship Behavior section, we need to set Rollup View to "Cascade All".

In this case, we can roll-up child opportunity activities on Parent Opportunity Timeline pane.

Please refer to this blog for details:

https://community.dynamics.com/crm/b/crmpowerobjects/posts/activity-view-rollup-for-custom-entities-in-dynamics-365

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