How to change the frequency for rollup field in Dynamic 365

Refer here - Refreshing Rollup field using JavaScript if you are looking to refresh Rollup field dynamically on the form at run-time.



In Dynamic CRM for each entity that contains at least one rollup field, a recurring system job is automatically created to asynchronously calculate the rollup values.

To view such rollup system jobs:

• Navigate to Settings > System Jobs.
• Change the view to Recurring System Jobs.

Or you can use Advanced Find Tool as in below image.

Dynamic CRM follows specific naming convention for Rollup Jobs. 

EntityName.FieldName

Changing the recurrence is supported only at entity level and not on single field. So, opening the Calculate Rollup Field Job will give me this

When we open Rollup Job for a specific field, we can only Resume, postpone or pause it and it gets it Recurrence configuration value from the entity rollup job. A good example of Inheritance.

Some Notes

• By default, CRM will automatically schedule a job to run approximately 12 hours from the time that the rollup field is saved.
• Rollup field data type should be of the field which we might use for an aggregation. 

ü  For Example: Sum of Estimated Revenue for all opportunities – Currency – as because Est. Revenue field on opportunity is of currency type

• Rollup Job will be listed or created only when we complete the formula definition. It means just creating a rollup field and not editing and defining the formula will not generate any job.

There is more about Rollup fields, which I have written on separate blog.
https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html

Regards,
Vipin Jaiswal
vipinjaiswal12@gmail.com