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Scenario Overview

In this scenario you have a custom entity called Training Course which has a N:N relationship with the Contact entity. You need to implement a business rule (rollup) that will keep track of the count of Contacts that are associated to a training course. In effect count (rollup) the number of Attendees on to the Training entity.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula that can hook into the Associate & Disassociate events within Dynamics CRM. So it executes whenever a many to many relationship gets created or removed.
  • As the association events are generic we need to check for the schema name of the N:N relationship between the 2 entities
  • If the schema name matches then we update the field ‘new_totalattendees’ on the training course entity
  • This is calculated by finding the total number of contacts associated with training course

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