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Calculate RollUp Fields Tool
dotnetprog edited this page Jan 5, 2017
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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.
- Open XrmToolBox
- Select "Calculate RollUp Fields Tool" (if not available,download from plugin store)
- Connect to an organization
- Choose the entity that the rollup field is related with.
- Select the rollup field(s),can select more than one.
- (Optional) Set the fetchxml condition to target specific records of the entity.
- 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)