Microsoft Dynamics® CRM Training

Calculating Aggregates 01

Video Details
In Microsoft Dynamics CRM, you may find yourself needing to track aggregate numbers for a record. The example we use in this lesson is measuring the all-time sales of an Account record. One way to do this is by creating a boiled-down Goal that has no target or realistic time-period. In this lesson, we demonstrate how to create such a Goal, and how to create the necessary Goal Metric and rollup query to do so successfully.

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