Microsoft Dynamics® CRM Training

Creating a Rollup Query

Video Details

In CRM Online, Rollup Queries gather data about a particular Goal. In this tutorial video, we demonstrate how to create a Rollup Query that will be applied to a Goal called “Customer Satisfaction”. Our Rollup Query will tell us how many Cases have been resolved with a Satisfaction rating of “Very Satisfied” in the current fiscal quarter.

Video Comments

0 Comment

  • No comments