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Home > Dynamics 365 > Rollup View – Relationship Behavior

Rollup View – Relationship Behavior

In Dynamics 365, a new ‘Rollup View’ relationship behavior has been introduced, which allows activities of the related entity would show up in ‘Activity Associated View’ of the primary entity.

Rollup-view-options

Rollup-view-options

To explain this better,

  • I created a custom entity ‘Bike’ which has 1:N relationship with ‘Contact’ entity.
  • I set ‘Relationship Behaviour’ -> ‘Rollup View’ as ‘Cascade All’
Rollup-view-configuration

Contact and Bike Relationship

  • I added a new Bike ‘Ducati’ to Contact ‘Adrian Dumitrascu’ and created a Task ‘Paint …’ for the ‘Ducati’ bike.
Contact-bike-activity

Contact – Bike – Task

  • As I set the ‘Rollup View’ as ‘Cascade All’ between ‘Contact’ and ‘Bike’, I get the Bike’s Task activity under my Contact’s ‘Activity Associated View’.
Contacts-related-entity-activities

Contacts-related-entity-activities

 

‘Rollup View’ can be set as ‘Cascade All’ only, if following conditions are met

  • The primary and the related entity must have either I:N or N:l custom relationship.
  • The flag can’t be set on any out-of-the-box system relationships.
  • The primary entity for the relationship must be Account, Contact, or Opportunity, as these are the only entity forms where the Activity Associated View appears.
  • The related entity must have ‘Activities’ options enabled in Customizations.

🙂

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