Book Image

Microsoft Dynamics CRM 2015 Application Design

By : Mahender Pal
Book Image

Microsoft Dynamics CRM 2015 Application Design

By: Mahender Pal

Overview of this book

<p>Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.</p> <p>Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.</p> <p>Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.</p> <p>The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.</p>
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2015 Application Design
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Using rollup fields for aggregation


Microsoft Dynamics CRM 2015 introduced rollup fields. We discussed these features in Chapter 1, Getting Started with Microsoft Dynamics CRM 2015. We use rollup fields for aggregation basically. For example, if we want to count child entity records or show the total of any money field available in the child entity in the parent entity form, we can use rollup fields. All these aggregations are done by recurring asynchronous system jobs, which by default run 12 hours after a field is created or updated.

If you are a System Administrator, you can modify rollup system job behavior. You can navigate to Settings | System Jobs and can select Recurring System Jobs to display all the recurring rollup jobs. We can select a job and can select an action from the More Actions drop-down as follows:

Now let's use rollup fields in our project tracking application. In our application the project entity will act like a parent and we want to show aggregation of the related...