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D365 Rollup Field / Update Options

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Posted on by CU19051109-0

Hello Experts

I have a subgrid of Quote products inside Quote Entity and i want when a user modifies Quantity to auto refresh my rollup field for sum of quantity.

Any ideas how to do that? I try the msdyncrmWorkflowTools (1.0.61.1):msdyncrmWorkflowTools.CalculateRollupFiel but its not recalculate the Rollupfield in the Quote Entity ..

So my scenario is that the Quantity field is in Quote Product entity and my rollupfield is in Quote entity

i also try to create a plugin following the documentation but no luck ..

Any ideas ???

thanks

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Dengliang Li Microsoft Employee on at

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Hi,

Hi,

You can automatically refresh the Rollup fields with Power Automate Flow.

URL:
https://<YourOrgUrl>.api.crm.dynamics.com/api/data/v9.2/CalculateRollupField(Target=@EntitySetName,FieldName=@FieldName)?@EntitySetName={'@odata.id':'quotes(@{triggerOutputs()?['body/_quoteid_value']})'}&@FieldName=<RollupFieldLogicalName>

For more information on how to automatically refresh Rollup fields using Power Automate Flow, you can refer to the following link.
How to automatically refresh rollup fields with Power Automate

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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Dengliang Li Microsoft Employee on at

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Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello User,

Please follow the below thread which will help you to resolve your problem.

Rool-up field link.

Thank you,

Amit Katariya

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