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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM integration
Microsoft Dynamics CRM (Archived)

CRM integration

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Posted on by Community Member

HI

I HAVE RELATED ENTITY AND PRIMARY ENTITY

I WANT MOVE DATA FROM RELATED RECORDS FIELDS INTO ITS PRIMARY RECORDS (MAKE SUM CALCULAION D ON IT)

I TRIED TO USE SCRIBE BUT I COULD NOT (I MADE RELATED ENTITY AS SOURCE AND THE PRIMARY AS TARGET BUT IT ONLY MOVE THE DATA FROM FIRST RELATED RECORD)

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    What version are you on? If you're on CRM 2015 or later - you have rollup fields for that goal.

  • Community Member Profile Picture
    Community Member on at

    thanks for you

    I use CRM 2011 so I can not create rollup fields

    I need to do that by scribe how I do not know

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    I'm not an expert in scribe (so I can't help you with directions) but I would say - it has more sense to write a plugin that will do that calculations for you.

  • ashlega Profile Picture
    ashlega 34,477 on at

    Scribe should be similar to SSIS in that sense, so you might probably use FetchXml datasource (instead of entity-based). In that case you might use fetchxml aggregations:

    https://msdn.microsoft.com/en-us/library/gg309565.aspx#groupby

    Just group by your primary entity lookup id, and, then, you'll be able to update primary entity "SUM" field

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