Linking CRM support cases to a ticker in a Dynamics Account so it updates how many cases each account has

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Basically I want to do what the subject says. So every time a case is created I want it to update a Case Count field that's in the company account form.

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Dynamics365 Rocker 7,755 on at

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Create a Rollup field on Account entity and show count of cases in this field. Below are screen shots for your help.

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Kokulan 18,054 on at

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Hi

As suggested above, you have to create a roll-up field on Account to do the counting.

The roll-up fields will not update instantly, the minimum interval you can set to refresh the count is 1 hour. If you want this count to be updated instantly, you could create a real-time workflow on Case Create and use the following Custom Workflow Activity to update the count instantly

github.com/.../Force%20Calculate%20Rollup%20Field.md

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