web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Rollup field based on ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Rollup field based on quote unit

(4) ShareShare
ReportReport
Posted on by mauzilla 32
We sell subscription and "once off" solutions. I want to on my template show 2 fields based on "Total Once-off / Setup Costs" and "Total Recurring Costs" - The logical solution would be to have a rollup field that calculates according to the unit. If the unit name == services and unit name == subscriptions - When I however try to create a rollup field with source entity Quote and Related Entity "Unit", I am only given an option "does contain data" or "does not contain data". I cannot choose the condition in which the data == "services"
 
 
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Jimmy Passeti Profile Picture
    Jimmy Passeti 669 Most Valuable Professional on at
    Hello,
    If you use "Does not contains data" you cannot add nothing else, because there are no data to be used.
     
    It should be "Contains data" and then you can use the filter you want.
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
     
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,792 Super User 2025 Season 2 on at
    Creating a rollup field in Dynamics CRM gives a specific type of filter options, different than what is available in an Advanced Find type query. It is much more limited, and one of the things it won't let you do is define a specific value for a lookup field to be checked against.
     
    To achieve your goal, you'll likely want to do this in two steps to get around the limitation without writing code. 
     
    • Create a formula or calculated field called [Item Unit] on the Quote Line Item table. Set it to be a string field that is the name of the unit on the record
      • Note: A formula/calculated field here is beneficial because we won't have to write a workflow or anything to populate the field
    • Now point your rollup field to this new string field, and you should be able to check against the string value in the field
  • Suggested answer
    Hamza H Profile Picture
    Hamza H 1,807 on at
    Use Power Automate to:
    1. Trigger on Quote Line create/update.
    2. Check the Unit Name (e.g. "services" or "subscriptions").
    3. Update custom fields on the related Quote:
      • Add to "Total Once-off / Setup Costs" if Unit = services.
      • Add to "Total Recurring Costs" if Unit = subscriptions.
    This bypasses rollup field limitations and lets you handle logic based on Unit Name directly.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 33 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans