Rollup fields and the Data Export Service

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Posted on by ShannonCRM

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We are using the Data Export Service to take a copy of our business data (Opportunities, etc) and making them available for read-only integrations and reporting.

We ran into a snag. To calculate the value of our opportunities, we have a calculated field on the Opportunity Product, which rolls up to a Rollup field on the Opportunity. It always looks correct in the Opportunity itself, but when the data export service gets the data, it sometimes has 0.00 and other times the real value. Out of hundreds of thousands of opportunities, only 5,000 have a non-zero value in this rollup field (in the Data Export Azure SqL database).

Interesting I recently had an issue where we had a bulk deletion job delete things it shouldn't have - it had a query saying "Opportunity Count = 0" but it was deleting items with opportunities - also this is a roll-up field. My sense is that possibly the rollup fields are 0 while they are in the midst of recalculation.

I don't see this as a limitation on roll-up fields but I wonder if it's a hidden limitation. Not sure how to fix aside from making a scheduled job to copy the rollup field value into a standard currency field. And even then, how do I make sure it's non-zero when I copy it?

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lison1122 5 on at

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RE: Rollup fields and the Data Export Service

The Data Export Service is an add-on service made available on Microsoft AppSource that adds the ability to replicate data from Microsoft Dataverse database to a Azure SQL Database store in a customer-owned Azure subscription. https://www.cheekywinx.com.au/

The Data Export Service in Microsoft Dynamics 365 is a free add-on service made available on Microsoft AppSource (Microsoft Dynamics Store) that synchronizes Microsoft Dynamics 365 (online) data to a Microsoft Azure SQL Database store in a client-owned Microsoft Azure subscription
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RE: Rollup fields and the Data Export Service

Hi Shannon,

From the document, it provide much information about limitations for rollup field, and it doesn't mention the limitation that the rollup field is 0 in the calculation process.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields#rollup-field-considerations

But I think your speculation is justified and the proposed solution is implementable

For your question “making a scheduled job to copy the rollup field value into a standard currency field. And even then, how do I make sure it's non-zero when I copy it?”

Maybe you can set condition to check currency field value is 0 or not after coping rollup field.

Regards,

Leah Ju

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