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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Populate values from O...
Microsoft Dynamics CRM (Archived)

Populate values from Opportunity to Account

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Posted on by Huzefa Bootwala 310

Hello, I need to implement the following functionality.

When an opportunity is closed as WON, populate few values (Currencies) from opportunity to its Potential Customer (Account).

Then in the account, the values would be added.

If there are more than 1 opportunity linked to the same Account, values should keep on adding when all opportunities are closed as won.

Example: Customer = ABC Opportunity 1 closed. Field A in Account = 500$

               Customer = ABC Opportunity 2 closed. Field A in Account = 1000$

               Customer = ABC Opportunity 3 closed. Field A in Account = 1500$

Any help would be appreciated.

Thank you.

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  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 310 on at
    RE: Populate values from Opportunity to Account

    Thanx for the quick response Ravi. Solved the problem.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Populate values from Opportunity to Account

    Hi,

    The easiest option is to create a rollup field on Account as rollup and use sum of the revenue.

    technet.microsoft.com/.../dn832162.aspx;MSPPError=-2147217396#BKMK_calculations

    www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015

    Other options is to use a real time workflow which triggers on status change of opportunity. Within the workflow, check if the opportunity closed, if yes, then you can update the Potential Customer (Account) and update the values. As you need to add the values to the existing values, you need to use the increment by operator.

    community.dynamics.com/.../fun-with-numbers-and-dynamics-workflows

    Hope this helps.

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