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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Account revenue field
Customer experience | Sales, Customer Insights,...
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Account revenue field

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Posted on by Gansea 155

I've just taken over managing a CRM system and I have a currency field of type simple in the entity account that should calculate the revenue from the account from the year before, however it doesn’t work.

There are no work flows or business rules on the account entity, and the JavaScript does not write to this field.

I am at a loss what was calculating this simple currency field, and why it doesn't work now.

Are there any other functions in CRM that could calculate a revenue field in accounts that I have missed?

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  • Verified answer
    Dragos Andrei Ungureanu Profile Picture
    Dragos Andrei Ungur... Microsoft Employee on at

    Hi Gansea,

     

    Based on your issue description, I assume that you are referring to the 'Annual Revenue' (revenue) Field in the Account Entity.

    Please note that the field is expecting an input so that it can be used as an indicator for financial performances and it is not auto-populated or calculated.

     

    Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/account?view=dynamics-ce-odata-9

     

    revenue        Edm.Decimal        

    Type the annual revenue for the account, used as an indicator in financial performance analysis.

     

    Display Name: Annual Revenue

     

     

    It is a Dynamics 365 by Design Feature that the Estimated Revenue entered in Opportunity entity will not be auto populated into the Annual Revenue field in Account entity until or unless this is achieved using a Workflow or Business rule.

     

    In other words, there is no Out of The Box function that calculates revenue in Account records but it can be achieved thru customizations such as Business Rules, Workflows or custom JS.

     

    Kind regards!

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