Microsoft Dynamics 365 | Integration, Dataverse...

# of opportunities per account

(0) Share

Report

Posted on by Lise G

Hello -

I'm creating a view, pulling from a number of Tables which will eventually be accessed in PowerBi.

One of the columns I'd like to add is a column listing the number of opportunities per account. What's the best way to set this up?

thanks,

Lise

All responses (8)

Answers (0)

Community Member on at

Like (0)

Report

RE: # of opportunities per account

Hi Lise,

Please click Yes under "Did this answer your question?" to close this thread if the answer is helpful.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Suggested answer

Community Member on at

Like (0)

Report

RE: # of opportunities per account

Hi Lise,

If you wan to create workflows, you need go Settings > Processes:

If you want to create flows, you can go Microsoft Flows or access Power Automate(https://us.flow.microsoft.com/en-us/) directly.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Lise G 5 on at

Like (0)

Report

RE: # of opportunities per account

I am learning workflows. To access is it through the Process Center: Processes? Flow Templates? or Microsoft Flows?
Lise G 5 on at

Like (0)

Report

RE: # of opportunities per account

Thank you so much!!
Lise G 5 on at

Like (0)

Report

RE: # of opportunities per account

Thank you all! I'm going to try Leah's suggestion. Will let you know if i run into issues.
Suggested answer

Community Member on at

Like (1)

Report

RE: # of opportunities per account

Hi Lise,

Yes, you can also add calculated column into table directly in power BI.

Count = CALCULATE(COUNTROWS('opportunities'),FILTER('opportunities',[_parentaccountid_value]=accounts[accountid]))

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Suggested answer

Pradeep Rai 5,482 Super User 2025 Season 1 on at

Like (1)

Report

RE: # of opportunities per account

Hi Lise,

If you want show the no of records in CRM then Rollup field would be the best choice.

But if you are going towards power bi then you can directly use the POWER BI capability such as calculated column.

you can refer below link which will help you to display the related records count in power bi.

community.powerbi.com/.../224176

Thanks,

Pradeep.
Suggested answer

Community Member on at

Like (2)

Report

RE: # of opportunities per account

Hi Lise ,

Best option would be to create the roll up field and store the count in the account entity. With this, you don't need to do any calculation on your end.

Define rollup columns with Power Apps - Power Apps | Microsoft Docs

Then you can add the field to the form and view you need, save and publish all customizations.

Test:

Note: Rollup field calculated periodically so you won't get the exact count unless the field is update so in this case, you can use the workflow tools step to force the calculation.

Dynamics-365-Workflow-Tools/Force Calculate Rollup Field.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.