Microsoft Dynamics® CRM Training

Calculating Aggregates 02

Video Details
In Microsoft Dynamics CRM, if you track an aggregate number using a Goal, you might want the ability to view it in the parent record. The example we use in this lesson is measuring the all-time sales of an Account record. In part two of this two-part tutorial, we create a Workflow that pulls the all-time sales calculated by the Goal, and then makes that data available on the Account record. This prevents us from having to open a separate record to view the all-time sales of an Account.

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