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
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
- Dyn365CE2021.10.05Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
- Dyn365CE2021.09.28Toggle Auto Save for Dynamics 365 CRM environment | Power Platform Admin Center
- Dyn365CE2021.09.15Co-presence in Power Automate | Multiple users working on a Flow
- Dyn365CE2021.09.14Create Teams Meeting invite from Power Automate