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How to automatically refresh rollup fields with Power Automate

Автор: Elaiza Benitez

Загружено: 2023-01-01

Просмотров: 8545

Описание:

Want to refresh rollup fields in Dataverse or Dynamics 365 the low-code way? Watch this WTF episode to learn how. I showcase how to use the CalculateRollupField function in the Dataverse/Dynamics 365 web API, and two methods to automate refreshing rollup fields with cloud flows. Towards the end I talk about whether it's worth it since there are limitations with cloud flows.

00:00​ - Introduction
00:16 - Background
01:22 - CalculateRollupField function
02:54​ - API GET request
04:44​ - Scenarios
05:19​ - Method 1 - Single cloud flow
08:34 - Scenario 1 - Create Contact with account
09:42 - Scenario 2 - Create Contact without account
10:32 - Method 2 - Parent and Child cloud flows
14:00 - Scenario 3 - Modify Contact to another account
15:23 - Scenario 3 - Limitation
15:37 - Scenario 4 - Modify Contact by clearing account
16:00 - Scenario 4 - Limitation
16:35 - Scenario 5 - Delete Contact
17:00 - Scenario 5 - Limitation
17:54 - The missing functionality
18:37 - Is it worth it?
18:45 - Summary

Don't forget to give me a thumbs up 👍🏻 if you enjoyed this WTF episode.
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Read my full blog post at https://benitezhere.blogspot.com/2023...

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Follow my blog on https://benitezhere.blogspot.com​

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How to automatically refresh rollup fields with Power Automate

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