Rollup Fields in Dynamics CRM2015 – Part Two

Rollup field business scenarios Let’s take a look at three common rollup field scenarios in more detail. In the first example, we’ll aggregate data for a record from the related records, without using a hierarchy. In two other examples, we’ll aggregate data over a hierarchy. In each example, we define …

Rollup Fields in Dynamics CRM2015 – Part One

Define rollup fields In Microsoft Dynamics CRM, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account, or over the hierarchy …