Hi all,
I have transaction records related to a contact, and I will like to have 12 calculations fields on the contact. Some of the calculations are ‘simple’ and can be done with the standard rollup fields, but some of them are more complex for D365CE to manage. Calculation needs:
- Last Year Transactions [count]
- Last Year Amount [sum]
- YTD Transactions [count]
- YTD Amount [sum]
- Lifetime Transactions [count]
- Lifetime Amount [sum]
- First Transaction Amount
- First Transaction Date
- Last Transaction Amount
- Last Transaction Date
- Largest Transaction Amount
- Largest Transaction Date
I’m looking at the workflow rollup function from Workflow Heroes, Demian Raschovan. But I don’t think that it can solve all the calculations needs. https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Rollup%20Functions.md
So which way to go:
- Create a plugin that can solve all the calculations in one go.
- Use the standard rollup fields for some of the calculations, use the 3.part workflow for some of the calculations, and see that to do with the rest.
- Do you see a better way of doing these calculations?
I will also like to know which option I best from a performance view, as they will be many contacts with many transaction records.
I hope you can help with some insights to the best approach.
Thank you,
Mads