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D365 Rollup Field / Update Options

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Posted on by Community member
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 
Categories:
Customization / Solutions / SDK and API
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,801 Moderator on at
    D365 Rollup Field / Update Options
    Hello User,
     
    Please follow the below thread which will help you to resolve your problem.
     
    Thank you,
    Amit Katariya
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    D365 Rollup Field / Update Options
    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?
     
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    D365 Rollup Field / Update Options
    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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