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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.
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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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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