Loading...

Difference between Recurring Goal Roll-up vs other Roll-Up (Entity Field) jobs

Difference between Recurring Goal Roll-up vs other Roll-Up (Entity Field) jobs

If you are running recurring jobs to calculate the rollups and aggregations from child records to parent records, this article explains the difference between recurring Goal Roll-up and other Roll-Up jobs. While traditional methods for running such calculations include console apps, SSIS+KWS or Scribe or any ETL concepts, Power Automate offers options within the Dynamics 365 platform that improve platform performance. The article describes how these system jobs can be configured to run at regular intervals in the background for the Goals or Rollup fields of the entity. Although they may not be in real-time, users can opt to calculate them in real-time through an on-demand button click. The article also elaborates on how to modify the schedule or the recurring pattern of these jobs using SDK calls. Users can force the update of a single rollup field in an entity record by pressing the "Recalculate" ribbon button. Additionally, the article includes links to resources that explain the process in detail.

Published on:

Learn more
Arun Vinoth @ Dynamics
Arun Vinoth @ Dynamics

Share post:

Related posts

CHANGE ROLLUP FIELD RECURRENCE SCHEDULE IN DATAVERSE / DYNAMICS 365

If you're using Dynamics 365, you might find the roll-up field feature useful for performing aggregation and calculation of data in a parent r...

11 months ago

The Perfect Solution to Clone Records, Child Records with Target Records in Dynamics 365 CRM!

Creating identical or similar records is a common occurrence in various businesses. For example, businesses dealing with repeat customers, rec...

1 year ago

Multiple ways to call azure function in Dynamics 365.

If you're looking to integrate your Dynamics 365 instance with Azure functions, this post is for you. The post presents multiple ways to call ...

1 year ago

Automate and simply Subscriptions & Recurring Billing Processes in Dynamics 365 CRM

In this video, you'll learn how to take your subscription and recurring billing processes in Dynamics 365 CRM to the next level through automa...

1 year ago

Webinar: Business insights with SaaS metrics, subscription management, and recurring billing automation right within Dynamics 365 CRM!

This informative webinar provides essential insights into managing SaaS metrics, subscription management, and recurring billing automation wit...

2 years ago

D365 CE Summit: Explore Real-Time Location Tracking, Auto Scheduling, Territory Management, Optimized Routing, and more within Dynamics 365 CRM

The D365 CE Summit is a comprehensive platform that allows you to leverage the power of Dynamics 365 CRM for your business. With features such...

2 years ago

How To Create Daily Bulk Delete Jobs in Dataverse/CDS/Power Apps/CRM As A Different User

Learn how to create a daily bulk delete job in Dataverse/CDS/Power Apps/CRM through this step-by-step tutorial. While the UI for bulk delete j...

3 years ago

RETRIEVE RECORDS USING ALTERNATE KEYS IN DYNAMICS 365 SDK

If you are working with Dynamics 365 SDK and do not have the GUID of the record, there is an alternative method to retrieve it using its alter...

2 years ago

CREATE OR UPDATE (UPSERT) RECORDS USING ALTERNATE KEYS IN DYNAMICS 365 SDK

If you're working with Dynamics 365 SDK and need to create or update records using alternate keys, this post is for you. The post walks you th...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy