{"id":3527,"date":"2016-08-31T18:38:03","date_gmt":"2016-08-31T13:08:03","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=3527"},"modified":"2016-08-31T18:38:03","modified_gmt":"2016-08-31T13:08:03","slug":"roll-up-field-enhancement-for-related-activities-in-dynamics-crm-2016","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/08\/roll-up-field-enhancement-for-related-activities-in-dynamics-crm-2016\/","title":{"rendered":"Roll-Up Field Enhancement for Related Activities in Dynamics CRM 2016"},"content":{"rendered":"

We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field.<\/p>\n

Now a new feature was introduced in Microsoft Dynamics CRM 2016 allowing us to find activities related to the other entities with all activity party records. So we can now include all activities where the source entity (ex. Lead) is entered in CC Recipient, To Recipient, Bcc Recipient, Optional Attendee, etc.<\/p>\n

Let\u2019s explore this with an example.<\/p>\n

Create one Date field to your source entity. I have taken here Lead as my source entity and then select field type as \u201cRollup\u201d. Then click on \u201cEdit\u201d button.\"Rollup<\/a><\/p>\n

After clicking on \u201cEdit\u201d button. We can see our Source Entity Name (Lead) and select Activities (Regarding) then select your filter criteria as per the activities you want to filter for.\"Roll-Up<\/a><\/p>\n

Once we do this, we can see the new option \u201cINCLUDE INDIRECTLY RELATED ACTIVITIES\u201d. We have to select Activity Parties (Activity) for Activities Related via Entity. Then we can see another filter option in which we can set our \u201cParticipation Type\u201d we want to include under this filter.\"Participation<\/a><\/p>\n

Finally we have to set the Aggregation function to show the date in our field.\"Aggregation<\/a><\/p>\n

Once this whole process is completed, we can see the Latest activity date of all activities filtered by our filter criteria and for whom the Lead is in its Regarding, To Recipient, Cc Recipient or in Optional Attendee field.<\/p>\n

Now do Accounting without leaving your Dynamics CRM – Try InoLink\u00a0(\u00a0Integrating QuickBooks with Dynamics CRM<\/a>)!<\/p>\n","protected":false},"excerpt":{"rendered":"

We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field. Now\u2026 Read More: Roll-Up Field Enhancement for Related Activities in Dynamics CRM 2016 »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,24],"tags":[736,1484,1485],"class_list":["post-3527","post","type-post","status-publish","format-standard","hentry","category-customizations","category-dynamics-crm-2016","tag-enhancements-to-rollup-fields","tag-roll-up-activities-dynamics-crm","tag-roll-up-fields-dynamics-crm"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t