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Refresh Icon on D365 Rollup Fields not showing up

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Hi guys,

Would like to get your thoughts on our predicament regarding roll up fields.

 

Setup: OOTB Opportunity is related to a custom entity. A predefined set of custom entity records are created and associated to the opportunity upon creation of the latter. The custom entity records are displayed on an editable subgrid. Multiple rollup fields on the opportunity sum up different numeric fields on the custom entity. 

Expectation: After creating the opportunity, users would edit the custom entity records inline. Users can then refresh the roll up field to display the updated sum.

Reality: After creating the opportunity and then keying in values on the related custom entity records, the refresh icon on the roll up fields do not show up. They only appear after refreshing the page.

Is this out of the box behavior or can we do anything to get the desired result? Thanks!


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