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Microsoft Dynamics CRM (Archived)

Connect custom Entities with custom fields

Posted on by Microsoft Employee

Hi, so i uploaded a bunch of data from my ERP  from 2 tables into to 2 entities and they have the same field XId(want to know if is possible to connect the entities).And i need this to do some math using calculated field.

This is a sample how entities look like

6874.Connection.png

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Connect custom Entities with custom fields

    If i use a workflow could work?

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Connect custom Entities with custom fields

    You can create two rollup fields to rollup Yx and Y.

    Then Calc as calculated field Yx * Y

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Connect custom Entities with custom fields

    Hi ,

    I know already that i can use roll up field but it's to limited because just do group function and i need to multiple and subtract.

    Thanks btw

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Connect custom Entities with custom fields

    Hi

    If Entity 2 is Parent of Entity 1, then you can use Rollup Field for Calc (In the field properties Field Type as Rollup).

    But it would not update immediately and also some other limitations.

    For all the limitations see the last two links below.

    If this is not suitable for your requirement, we will have to use alternative ways of achieving this.

    Please refer the following:

    [View:http://www.crmsoftwareblog.com/2016/08/microsoft-dynamics-crm-2016-rollup-field-update/:750:50]

    [View:https://community.dynamics.com/crm/f/117/t/182846:750:50]

    [View:https://msdn.microsoft.com/en-gb/library/dn817863.aspx:750:50]

    [View:http://www.summitgroupsoftware.com/blog/good-and-bad-calculated-and-rollup-fields-dynamics-crm:750:50]

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