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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Trying to get Rollup f...
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Trying to get Rollup field of sum of Activities under Campaign.

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Posted on by CSGATX 50

Hello, we are having trouble getting a rollup sum for all Activities under Campaign. We are trying to get a count of all activities from regarding. It seems to be possible from this Microsoft article. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields 

Below please see our current setup. 

pastedimage1601914640425v1.png

Here is a view of the Activities we are trying to roll up to the Campaign.

pastedimage1601915007469v2.png

Here is a ss of Campaign showing the roll up is not working.

pastedimage1601915156595v3.png

Any help would be appreciated.

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Trying to get Rollup field of sum of Activities under Campaign.

    Hi CSGATX,

    Could you check if the record of Regarding field of activities is the Campaign record you are looking at?

    pastedimage1601971049326v2.png

    In addition, activities related to this Campaign will appear in the timeline, and you can use this to check the number of activities.

    pastedimage1601971035608v1.png

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Trying to get Rollup field of sum of Activities under Campaign.

    Hi,

    I have created same rollup field on my crm instance and it is working as expected.

    CQ29.PNG

    CQ30.PNG

    1. Make sure you have created the field as Whole Number field data type.

    2. Please click Recalculate button to calculate roolup field sync

    3. Add Total activities (State) field on the form along with last updated and Total activities. Check my image screenshot. State field will tell you the reason of failure.

    0 => NotCalculated The field value is yet to be calculated.
    1 => Calculated The field value has been calculated per the last update time in _date field.
    2 => OverflowError The field value calculation resulted in overflow error.
    3 => OtherError The field value calculation failed due to an internal error. The following run of the calculation job will likely fix it.
    4 => RetryLimitExceeded The field value calculation failed because the maximum number of retry attempts to calculate the value was exceeded due to high number of concurrency and locking conflicts.
    5 => HierarchicalRecursionLimitReached The field value calculation failed because the maximum hierarchy depth limit for the calculation was reached.
    6 => LoopDetected The field value calculation failed because a recursive loop was detected in the hierarchy of the record.

    Please mark my answer verified if i were helpful

  • CSGATX Profile Picture
    CSGATX 50 on at
    RE: Trying to get Rollup field of sum of Activities under Campaign.

    Yes, we have clicked the manual update and still not calculating anything.

  • gopi.royal999@gmail.com Profile Picture
    gopi.royal999@gmail... 430 on at
    RE: Trying to get Rollup field of sum of Activities under Campaign.

    Rollup fields are asynchronous in nature, they will take sometime to run and update. Did you try clicking on Refresh button (Calculate button just before the label) and check?

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