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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how to show sum of all...
Microsoft Dynamics CRM (Archived)

how to show sum of all related records fields

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Posted on by Tin 1,562

Hello All,

I have 1:N relationship with account to investment custom entity.

Inside Investment entity one field called "income",its type is decimal.

I need a total summation from investment entity filed called "income" inside account.

Please suggest me how should i have to proceed.

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  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,287 on at
    RE: how to show sum of all related records fields

    1- If you are using 2015 or 2016 then the easier way is to use a rollup field

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

    2- By using workflow :

    www.powerobjects.com/.../how-to-roll-up-values-from-child-records-to-parent-records-via-workflow-in-microsoft-dynamics-crm

    3- By using a custom plugin :

    social.microsoft.com/.../calculate-total-cost-from-sub-grid-with-column-cost

  • Tin Profile Picture
    Tin 1,562 on at
    RE: how to show sum of all related records fields

    Thanks Abed,

    Its working if i have N:N relationship??

  • Abed Haniyah Profile Picture
    Abed Haniyah 4,287 on at
    RE: how to show sum of all related records fields

    A rollup field  and workflow can’t include records in many-to-many (N:N) relationships, So you need to use custom plugin :)

  • faramendi Profile Picture
    faramendi 100 on at
    RE: how to show sum of all related records fields

    It is possible use the Hierarchy of the roll-up fields in custom entities?

    I cannot select Hierarchy = yes, so I am able just to select fields from the 1 level child

    thanks

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