Calculated & Roll up fields – Both sides of a coin

Today we would be discussing drawbacks in addition to advantages of using Rollup and Calculated fields which were in place from CRM 2015.

It is really good to know these when using these fields for your implementation, else later you might face serious problems caused by increased implementation costs.

So here we go,

Calculated Fields


  • Ability to populate a field with simple calculations based on other values and conditions on the form in a real time manner.   This alleviates the need for JavaScript in fairly straight forward scenarios such as adding days or months to a date, or adding or subtracting fields on the same entity.


  • Missing the kind of complexity you get from Excel formulas
    • Example:  There is no “MAX” function that you can use with dates to get the max of more than one datetime field.
  • Updates to these fields won’t trigger workflow updates
  • Fields are only available for retrieve in plugins and are not available as part of create or update plugins
  • Fields are virtual and not stored at the database level
  • Many times they are un-sortable in views unless you use all simple field types in your calculation
  • Not available offline with the Outlook Client
  • You cannot mix and/or statements.  Can only use all OR’s or all AND’s

Rollup Fields


  • Allows aggregation of data from related child entities up to a parent entity.  This allows for some aggregation scenarios that might have previously required the use of custom code in workflow, plugin, or complex JavaScript to be done much more easily.
    • Counts, Max, Min, and Sum
  • Stored in the database as an actual field
  • You can trigger this via the API in code manually and as an administrator you can postpone rollup calculations from settings.


  •  Not real time
    • Currently the default is every 12 hours by default.
    • Not good for on-demand reporting needs
  • Rollup re-calculations will not trigger a modify call at the platform level and there is no other good plugin hook to use besides registering a plugin on the related child entities that are part of the recalculation.

Let us wait if Microsoft brings some changes to avoid these limitations..




Author: Pavan Mani Deep Y

Technology geek who loves sharing my leanings, quick tips and new features on Dynamics 365 & related tools, technologies. An Azure IOT Enthusiast....

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s


Sharing thoughts and challenges on Power Platform & Azure along with respective solutions put together...

SharePains by Microsoft MVP Pieter Veenstra

Microsoft 365, Power Platform, SharePoint, Teams, Azure and Dynamics

D365 Demystified

A closer look at Microsoft Dynamics 365.

Vicky Rodgers - Microsoft Dynamics 365

Everything Microsoft Dynamics 365 for Customer Engagement

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM

Microsoft Dynamics 365 UK MCT

All about Microsoft Dynamics 365

High Voltages

Arduino | ESP | Raspberry pi | IoT

Mihail's space

Just another site

Arun Potti's MS CRM blog

Microsoft Dynamics CRM

Sander van de Velde

Microsoft MVP Azure | IoT Platform Architect | Speaker about IoT | Let me add some value

Power Platform Blog

Author : Dharanidharan Balasubramaniam

That API Guy

Making the world a better place one PowerApp/Flow at a time!

Dynamics Back Page

Tips, Tricks, and General Musings on Dynamics 365 (CRM), the Power Platform, Power Apps, Power Automate, Power BI and related technologies

Azure Integration services for Dynamics 365

Azure Integration services for Dynamics 365 Unified Operations, Logic Apps, Azure Functions, REST

Power Maverick

Incredible journey into #Dynamics365, #CDS, #PowerApps #Azure and all good stuff that #Microsoft releases

Unleashing CRM

My Technical Thoughts about Microsoft Dynamics CRM- Unleashed

Srikanth Alluri

My experiences in & around Power Platform + Azure

Debajit's Power Apps & Dynamics 365 Blog

All about Power Apps & Dynamics

Rajeev Pentyala - Microsoft Power Platform

Sharing my knowledge on Power Platform, Dynamics 365, Azure & .Net Stack

Bansal Blogs - Dynamics 365, PowerApps, Microsoft Flows, Power BI

Programming demands a lot more than simple mastery in tools and technologies

%d bloggers like this: