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Calculate RollUp Fields Tool

dotnetprog edited this page Jan 5, 2017 · 2 revisions

Calculate RollUp Fields Tool

What does this tool do exactly?

this tool recalculate rollup fields of any records of entity that you can customize. You can set conditions to calculate the field with fetchXML with the "filter" element.

How do does It work?

  1. Open XrmToolBox
  2. Select "Calculate RollUp Fields Tool" (if not available,download from plugin store)
  3. Connect to an organization
  4. Choose the entity that the rollup field is related with.
  5. Select the rollup field(s),can select more than one.
  6. (Optional) Set the fetchxml condition to target specific records of the entity.
  7. Click "Calculate"

For Exemple: I chose the account entity and I want to refresh the open deals and the revenue only for the active accounts.(screenshot below)