Use Hierarchy in Roll Up Fields in Dynamics 365 CRM

Here’s how you can make Roll Up fields either follow or not follow D365 CRM’s record hierarchy settings.

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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.

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Author: Priyesh Wagh

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