how to automatically update rollup fields in CRM 2015

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I was wounding if there a why that I can update the rollup fields atomically with out going into the recorder and click on refresh. also if this can be done every time a new amount is added.

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Deepesh161 6,317 on at

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Rollup fields are calculated via an Async Process and that's run every so often though I'm not sure how frequently it runs. The async process that updates the rollup fields can be manually triggered.

Rollups are scheduled each 24 hours and this cannot be changed.

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is there any work around this? it would be great if a new opportunity or invoices is added it will recalculate the rollup as some much can happen within 24 hours

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Deepesh161 6,317 on at

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The way its structured is for performance reasons. If you still want live data, can hit refresh. I am not aware of any workarounds at the moment.

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Guido Preite 54,086 Moderator on at

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roll-up updates are performed every hour

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JukkaNiiranen 2,609 on at

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There is a CalculateRollupField message that you could call in your code to force the rollup field to be recalculated on demand. More information can be found from the CRM 2015 SDK: msdn.microsoft.com/.../dn817863.aspx

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Deepesh161 6,317 on at

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Thanks for the information Jukka and Guido, I was referring from a post on CRM 2015 and it seems the information mentioned is incorrect here (Refer comments) : blog.sonomapartners.com/.../dynamics-crm-2015-calculated-and-rollup-fields.html

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NatrajY 3,040 on at

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Jukkan - Does this really trigger the re-calculation job? I believe that this just yields the calculated rollup value without actually triggering the periodic "Mass Rollup Recalculate Request" system job.

Below is what SDK says about this job type:

As a developer testing a solution in a development environment you may not want to wait for 12 hours. You can make it happen faster. In the System Jobs list, use the Recurring System Jobs view to filter the list and locate the Mass Calculate Rollup Fields job. With the job selected, use More Actions > Postpone and set the time to something that occurs sooner. If you want to trigger the creation of a new Mass Calculated Rollup Fields job programmatically, retrieve the AttributeMetadata for the rollup attribute using RetrieveAttributeRequest and use UpdateAttributeRequest to update the attribute without making any actual changes.

Is this correct?

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NatrajY 3,040 on at

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Tried this out in a console application Jukkan. You are correct. However, no system job was triggered, but the rollup field was updated after I executed the CalculateRollupField message on the record.

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Community Member on at

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Some additional thoughts since this thread first appeared:

survivingcrm.com/.../crm-2015-rollup-fields-gotchas

Free codeplex custom workflow activity to trigger recalculate for a field on a record:

calculaterollupfield.codeplex.com

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Sharanagouda M 35 on at

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By defualt it is set to run from 12 hours on first save of Roullup field. The schedule can be changed by system administrator.

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