Create Flow for field update

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Posted on by Ravinder Singh Jamwal

I have new custom calculated currency field for opportunity products which is working fine for all line items individually. I need to have a sum of this custom currency field shown just like estimated revenue. Can some one help me write a flow to achieve this.

Everytime a new product is added or edited to line items it should update the sum of all custom values.

Thank you

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LuHao 40,872 on at

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RE: Create Flow for field update

Hi Ravinder,

Flow is not perfect for this situation, because when deleting opportunity products, flow cannot obtain the deleted data (flow is run after the deleting event), and thus cannot calculate the latest results.

I recommend that you use the rollup field, which updates the latest results every hour, or you can update this field manually.

We will create a rollup field for Opportunity.

For more information, please refer to

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

https://www.encorebusiness.com/blog/rollup-fields-in-microsoft-dynamics-365-crm/