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

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Posted on by SOSuilleabhain

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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Simon Niederkircher 217 on at

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

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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