Activity Rollup Pro

"See your activity numbers update in real time — not 12 hours later."

Dynamics 365's native rollup fields can count related activities, but they recalculate on a scheduled system job and require a separate rollup column per count. Activity Rollup Pro solves both problems: real-time updates when an activity is created, completed, or sent, and configuration through simple records instead of complicated field metadata changes.

Key features:

• Real-time activity counts on Account and Contact forms
• Tracks completed tasks, completed meetings, completed phone calls, and sent emails
• Configuration through simple records — no schema changes
• Scheduled background refresh plus real-time updates on activity change
• Full run logging with success/failure tracking
• Least-privilege security role included
• Roadmap: Lead and Opportunity support coming in v1.1