Count products sold per account

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Posted on by Community Member

Hi there,

I want to create different roll-up fields to count how many products we sold per account. At the moment there is no option when I create the roll-up field to link it to opportunity products and choose the one I want (the only option I see is Existing product contains/not contain data) to count and the aggregation is also not there..

Is there any way to do this? What I ideally want to do is the following:

If opportunity actual close date is between x and y and the opportunity is won

Count Z (specific opportunity product)

and I want this to be per account (so I start the roll-up field on the account entity).

Is there any way to do this without a plugin?

Thanks,

Tina

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Community Member on at

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RE: Count products sold per account

Hi,

That's all fine but my problem is that the product catalogue doesn't appear in the options of a roll-up... So yeah I can count the opportunities where existing product contains data but I can't count the "Z" product and put the summary on each account respectively.
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RE: Count products sold per account

Hi,

you could use ollup fields to achieve your requirememts: www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015

technet.microsoft.com/.../dn832162.aspx
gdas 50,089 on at

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RE: Count products sold per account

HI Tina,

You can check below article -

community.dynamics.com/.../counting-records-with-rollup-fields-and-record-hierarchy