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Sum up the Values in Fields of Child Records - Update the Total in Parent Entity

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Posted on by Raphael M

Hello Team,

I'm really stuck on a point and need help ASAP.

I have created a rollup field that gives me the number of active opportunities and it worked fine.

I specifically wanting to sum the totals of all active opportunities (Childs) and show that value on the custom field (Parent) record. I'm wondering if CRM allows you to do this through a rollup or other feature. I have read that can also be done throught Dynamics workflow, but I've never use it.

Appreciate the help!

Thanks

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a33ik 84,331 Most Valuable Professional on at

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Hello Raphael,

Rollup should allow that. Do you experience any issues with it?

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Hi Raphael,

You should already be using 'Count' in rollup field to calculate the number of active opportunities:

So you want to sum these rollup field value in parent records with another rollup field?

If so, you can't achieve it, "A rollup over the rollup field is not supported."

Then you can use power automate to sum the totals of all active opportunities.

How can I sum total price from subgrid opportunity product on opportunity form because I have runout of roll up fields ? - Dynamics 365 Sales Forum Community Forum

Or you can create a simple number field and use power automate to count related opportunities to update the field, then create a rollup field to sum these number fields.

Get Count of records retrieved in CDS connector in a Flow | Power Automate | D365 Demystified

If I misunderstood the question please elaborate the same further. It would be helpful to be able to provide screenshots and explain which entities are involved

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Bipin D365 28,983 Moderator on at

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Hi,

If you requirement is to show sum of active opportunity Revenue or any field then it can be easily achieved using Sum aggregate function in rollup field -

The only downside of using rollup field is, it gets calculated after every 24 hours which can be modified to run every 1 hour. However you can not go below 1 hour -

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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