Can rollup fields be used in a query for a bulk delete? Reliably? (Bulk Delete deleted things it should not have)

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Posted on by ShannonCRM

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I'm asking because we had a Bulk Delete Job set up that would delete certain types of accounts but ONLY if Opportunity Count = 0.

For years it ran fine but last Friday, it went rogue and deleted 5 accounts that had opportunities (and Opportunity Count clearly shows numbers greater than 0 when looked at in a form). Of course, that resulted in 30+ opportunities being deleted as well, and all this on our production system.

I'm looking at the Bulk Delete query and I can clearly see Opportunity Count is Equal to 0 in the definition.

I'm wondering if this is something funky with roll-up fields.

Microsoft is RCA'ing it and we're restoring the data manually by recreating these opportunities from a backup system but I mostly want to prevent this from ever happening again.

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Wahaj Rashid 11,321 on at

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Hi,

Thank you for your query.

Roll-up fields are refreshed (calculated) every 12 hours (by default). However, you can change this configuration.

It is possible in your scenario, that opportunities are created but roll-up field is not refreshed when bulk delete job executes.

To fix this, you have to make sure Rollup fields are refreshed before Bulk Delete executes.

You can do this in following ways:

Increase frequency of Roll-up fields refresh, however this decreases your system's performance:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/265143/d365-v9-rollup-frequency/748884#:~:text=The%20default%20recurrence%20is%201,All%20Rollup%20Field%20Calculation%20Jobs%22

Refresh the calculated field on account programmatically using CalculateRollupFieldRequest. You can register a plugin to execute CalculateRollupFieldRequest on account when an opportunity is created:

http://www.msdynamicsblog.com/programatically-recalculating-rollup-fields-through-a-plugin-in-crm/

https://pradipwebmaster.wordpress.com/tag/calculaterollupfieldrequest-in-crm/

Also, instead of using a condition within bulk delete, you can create a plugin for account entity which executes on delete and checks for related opportunity counts. If count is >0, throw InvalidOperationException so the account is not deleted.

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ShannonCRM 502 on at

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I can see that being possible, except in this case, the Opportunities had been created up to 2 years in the past. And if I restore to 30 minutes prior to the delete, the Opportunity Count rollup field is already rolled up to more than 0.

I guess I will have to wait and see what Microsoft says in their telemetry investigation. I think this could be a bug - just need it confirmed.

I will still mark your answer as correct as it will probably help others.

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