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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
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’
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 – 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
‘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.
🙂
Why ‘RetrieveMultiple’ plug-in not firing when I choose ‘Activities’ roll-up view
I had a plug-in registered on ‘Activities’ (i.e., ActivityPointer) on ‘RetrieveMultiple’ message.
The Plug-in getting triggered when I open ‘Activities’ from any where (i.e., From ‘Advanced Find’, Sitemap on workplace area, Associated views of all custom entities) except when I open an account and click on ‘Activities’ associated/roll-up view.
Reason
- For ‘Accounts’, CRM out of the box provides a rollup view for activities. When you click on ‘Activities’ associated view, CRM uses ‘Rollup’ message instead of ‘RetrieveMultiple’.
Activities Rollup View
- This is the reason why the ‘Retrieve Multiple’ plug-in is getting ignored when you click on ‘Activities’ link.
Workaround
- To fire a plug-in when user clicks on ‘Activities’ link from ‘Account’, we need to register a Plug-in on ‘Rollup’ message.
- However ‘Rollup’ message will not be exposed by CRM (Refer below Plug-in registration tool screen). It needs DB level tweaking to get the message and register a Plug-in which is strictly UN-SUPPORTED
Roll up message unavailable
- Refer article how to do it unsupported way.
🙂
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