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Dianna Davis - Dynamics Objects

Sum up the Values in Fields of Child Records – Update the Total in Parent Entity – (Part 4)

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Part 3 of Dynamics Workflows described how to run a workflow that automatically modifies invoice line item and insert text based on the current date or period. (Read here……..)

In this post we will show how Dynamics Workflows Stats on The Fly function can sum up the values stored in records of child entity and update the sum of those fields in the record of the parent entity.

Consider this situation. As an account manager, you wish the account records to be automatically updated whenever new invoice is created for an account. Moreover you not only wish to compare it with last month total sales, but you also wish the workflow to automatically update the account records with the number of sales, average amount of an invoice, the invoice with the highest  and lowest amount, and compare this month with last month results.

You can download the solution and the workflow example from this location:

http://www.dynamicsobjects.com/DynamicsWorkflows.aspx

For the purpose of this demo, the results are written in the Description field in the Account record. For the purpose of running sales reports, it is better to update the corresponding fields, to the workflow returned results, in the account form.

CRM 2011
SOF1


CRM 2013

SOF2


> We provide free of charge support installing Dynamics Workflows on your CRM server.

Read more: www.DynamicsObjects.com

by DNN Integration Dynamics CRM

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