Sample: Rollup records related to a specific record

This sample shows how to roll up opportunities by the parent account. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

1. Download or clone the Samples repo so that you have a local copy.
2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The RollupRequest message is intended to be used in a scenario where it contains data that is needed to create a roll up request.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

1. Checks for the current version of the org.
2. Creates sample account and opportunity records.

Demonstrate

1. The QueryExpression queries the opportunities by parent account.
2. The RollupRequest creates the roll up request.

Clean up

Display an option to delete the records in Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.