Help & Support — CRM-Strategy
Activity Rollup Pro adds real-time and scheduled activity counts to Dynamics 365 Account and Contact records — tracking completed tasks, completed meetings, completed phone calls, and sent emails — without waiting on the 12-hour native rollup schedule.
After installing the managed solution, you'll need to: assign the included Activity Rollup Pro Service
security role to your service account, turn on the five included cloud flows, add the count fields to your
Account and Contact forms, and create your Rollup Definition records. Full step-by-step instructions are
included in the Installation Guide provided with your download.
Why aren't my counts updating?
Confirm all five cloud flows show a status of "On," confirm you have at least one active Rollup Definition
matching the table and activity type you're testing, and confirm the count fields are actually placed on
the form you're viewing.
Why is a Rollup Log entry marked Failed?
Open the log entry — the Error Detail field contains the specific error message. Common causes are a missing
security role assignment or a broken connection reference.
Does this work with Leads and Opportunities?
Not yet — v1.0 supports Account and Contact only. Lead and Opportunity support is planned for a future release.
Email: tim@crm-strategy.com
We aim to respond within 1–2 business days.