MICROSOFT DYNAMICS CRM ROLLUP AND CALCULATED FIELDS LIMITATIONS:
Calculated fields specifically are subject to the following limitations :
- Can only go one level up in an N:1 relationship
- Can only have all ANDs or all ORS in conditional logic.
- Not available for offline
- Calculations only refresh OnSave of the Form
Rollup fields are subject to the following :
- Only available using a single directly related 1:N related entity (Opportunity and Opportunity Products for instance)
- Rollup using another rollup field is not supported.
- Rollups are asynchronous and so the latest value will not always be available if changes are made to child records.