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Need to calculate value of Opportunity Product

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Posted on by Ravinder Singh Jamwal

i need to calculate sum of all TCV on opportunity form.

TCV is "Estimated revenue * deal term ( where license is PS or support). Any help will be highly appreciated.

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Marco.P 2,405 on at

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Hi,

Have you tried a rollup field ?

www.encorebusiness.com/.../

community.dynamics.com/.../how-can-i-sum-total-price-from-subgrid-opportunity-product-on-opportunity-form-because-i-have-runout-of-roll-up-fields

Hope It helps,

M

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Community Member on at

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You get to create a plugin that runs on Create/Update/Delete of Opportunity inline Product.

The plugin will retrieve all the Opp. Product’s with TCV field and sum all the total. Update the total in Opportunity (Parent of retrieve record)

You can refer “CRM Plugins for Related Entities” Answer for reference.

On Delete, you should use Pre-Image of parent Opportunity.

targetEntity = (Entity)pluginContext.PreEntityImages["TargetImg"];

For Older records, you can create an On-Demand workflow for the user to Update the TCV data.

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Ravinder Singh Jamwal 65 on at

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Unfortunately am no good with writing plugins. Thanks

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Ravinder Singh Jamwal 65 on at

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Rollup field will not show custom field for summing the amount but only the system one. So its no good for me as I need to have a sum of custom field in the grid.

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LuHao 40,892 on at

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Hi Ravinder,

It's not that Rollup fields can't sum custom fields, but it can only apply filters to the source entity or related entities, simple fields or non-complex calculated fields.

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

The TCV field is a complex calculated field here, which is why you cannot find the TCV field in the Rollup field. We have to recreate the TCV field to make it available for Rollup field.

So I would recommend you create a simple field for TCV, and use Power Automate to calculate it, instead of use calcultated field.

Step 1. Create a new simple field.

Step 2. Create the first flow - automate cloud flow.

mul(outputs('Get_a_row_by_ID')?['body/estimatedvalue'],triggerOutputs()?['body/new_dealterm'])

After saving this flow, the TCV field value will be calculated when "deal term" field changes.

Step 3. Create the second flow - automate cloud flow.

Overview:

Details:

mul(outputs('Get_a_row_by_ID')?['body/new_dealterm'],triggerOutputs()?['body/estimatedvalue'])

After saving this flow, the TCV field value will be calculated when "Estimated revenue" field changes.

Step 4. Create an instant cloud flow.

Overview:

Details:

After runing this flow, the TCV field value of all existing Opportunity Products will be calculated.

Step 5. Create a Rollup field using the new simple TCV field.

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