Here’s how you can make Roll Up fields either follow or not follow D365 CRM’s record hierarchy settings.
Continue Reading priyeshwagh777’s Article on their blog
Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
Here is the use of Use Hierarchy in Dynamics 365 CRM Roll-up Field’s Use Hierarchy option when defining the logic of the Roll-up fields. Let’s consider this out-of-the-box scenario where an Opportunity Rolls up Est. Revenue to the Account it is tagged to. Also, that Account also has another Account set in the Parent Account field.
Blog Syndicated with priyeshwagh777’s Permission
More About This Author
Array
- Dyn365CE2 April 2024Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps
- Dyn365CE1 April 2024Preferred Solution in Dataverse | Power Platform Admin Center
- Dyn365CE18 March 2024Button to send Email based on Templates in Dynamics 365 CE
- Dyn365CE18 March 2024Use Monitor to debug Model-driven apps remotely | Power Platform