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Customer experience | Sales, Customer Insights,...
Suggested Answer

Can the Lifetime Value Total of a Parent Organisation include the sum of all its Children?

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Posted on by 10

I have a group of Organisations set up and want to link them all to a head office Organisation.  I can easily choose the Parent Organisation within each of the Children's profiles. They then are clearly listed under Child Organisations on the parent's profile, but the donations from the children's profiles are not added to the parent's Lifetime Value or listed under the parent's donations.

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  • Suggested answer
    Simon Niederkircher Profile Picture
    217 on at

    From the few details you are writing it seems, that an Dynamics administrator needs to add two things:

    -) Add donations field to the view of children, see

    docs.microsoft.com/.../create-and-edit-views

    -) Rollup field for donations that contains the sum of all children, see

    How to use rollup fields, see here docs.microsoft.com/.../define-rollup-fields

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