Working with Rollup Fields

Here in this post we will see what is roll-up field and how roll-up field is configured in Dynamics 365. Here is a list of benefits using Roll-up fields in D365.

The benefits and capabilities of roll-up fields include the following:

  • Visual editing is easy. You can create rollup fields by using the Field Editor, just like you do when you create a regular field.
  • Wide selection of aggregate functions. You can aggregate data by using the following functions: SUM, COUNT, MIN, MAX and AVG.
  • Full filter support for aggregation. You can set various filters for the source entity or related entity while setting multiple conditions.
  • Seamless integration with the user interface. You can include the rollup fields in forms, views, charts and reports.
  • Rollup fields are solution components. You can easily transport the rollup fields as components between organizations and distribute them in solutions.
  • Rollup fields and the calculated fields are complementary to each other. You can use a rollup field as a part of the calculated field, and vice versa.
  • If you updated your Online organization to December 2016 update for Microsoft Dynamics 365 (online), you can configure rollup fields to use custom controls.

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