How to create and configure Rollup field in CRM 2015


“Rollup Field” is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to count the number of Opportunities in an Account which are in ‘Won’ status and add it to the Account form.

Steps to create the Rollup field:

  • Setting up ‘Rollup Field’ is just like any other field in an entity and can be done from Settings>Customizations>Solutions ~ Components> Entities> {Entity} > Fields >New

Rollup1

  • Enter field details:

rollup2

rollup2a

  • Click on ‘Edit’ to create the field and to open a new window to configure the field:

rollup2b

  • Once the field is created, it will open the window to configure the field

a. Configure the Related Entity – In this case the Opportunities

rollup3a

b. Next configure the Filter condition

rollup4

c. Next choose the Aggregate function – There are multiple aggregate functions to choose from based on the requirement.

rollup4b

 

  • In this case, I would choose the ‘COUNT’

 

rollup4a

 

  • Finally, the configuration window would look like

rollup4aa

 

  • Add the field to the Account form as well.

rollup5Form-add1

  • Let’s open the Account screen now. Screen now shows the count of ‘Won’ Opportunities.

rollup6

Here I just demonstrated a very simple usage of the Rollup field and can be used for getting the real business benefits to improve the CRM solution!

 

PS: When we create a Rollup field, it also creates a status and last calculated date fields as well.

rollup5Form-add

From DB it looks like – Additional int (state) and datetime (Last calculated date) fields are added when adding a single Rollup field from CRM UI:

rollup 7 DB field values

Advertisements

About Jobin Mathews

Jobin is a Microsoft CRM consultant and architect with experience in Microsoft CRM 2015, CRM 2013, CRM 2011 and CRM 4.0. Currently working with CGI as Microsoft CRM Architect for various Microsoft CRM projects.

Posted on July 7, 2016, in Interview Questions, Microsoft CRM 2015, Microsoft CRM 2016, Microsoft Dynamics and tagged , , , , . Bookmark the permalink. Leave a comment.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: