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Microsoft Dynamics CRM (Archived)

Rollup on Rollup

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Posted on by 444

Hi,

I have created a rollup field in lead entity as well as opportunity for activity actual end date (MAX) . So my question is here both this rollup date has get update in Account entity in single filed called as activity due date based on MAX condition. Is it possible to get it done...?

Example :- Account A, Lead has have a activity with actual end date as 12/12/2017 and the same account have a activity in opportunity with actual end date as 14/12/2017. Know I have a field called due date with a rollup condition MAX in account A. If I refresh the rollup field, System has to get update with date 14/12/2017. 

Please advice me how can I achieve this.

 

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  • Yusi Profile Picture
    100 on at

    Hi Shambhu,

    I understand your requirement and yes it can be achieved in many different ways. My question to you is, how do you want to do it ? the out of the box way? or JS or C# (plugin/custom workflows)

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