Calculated Fields

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Posted on by Pete_N

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Accounts has a 1:N relationship with a custom entity OrigAcc. Can I use a calculated field on Accounts to count the number of active records in OrigAcc relating to that Account and if so how ?

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Aileen Gusni 44,522 on at

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RE: Calculated Fields

Hi Pete,

Yes, but this I recommend you to use rollup field.

While you can create the condition to calculate only the child record by Active status.

Thanks.
Frank Lee 4,616 on at

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RE: Calculated Fields

CRM 2015 Rollup Fields is the best option. It supports custom 1:N custom entities.

http://www.microsoft.com/en-us/dynamics/crm-customer-center/perform-key-business-calculations-with-rollup-fields.aspx
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Abed Haniyah 4,285 on at

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RE: Calculated Fields

Dear PeteN,

For CRM 2015, you can use Rollup field to achieve your requirement.

Please refer to : www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015

Regards,

Abed.
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Community Member Microsoft Employee on at

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RE: Calculated Fields

Hi Pete,

You could add a sub-grid to your Account screen which displays the related OrigAcc records. If you had 20 records against 'Account1' then it would display the count in the grid for you as seen at the bottom left of the screenshot below and you can use a relationship to ensure it shows just the active accounts. I hope this answers your question.