Close

BLOGS

Create and edit the Rollup query in Dynamics 365

Introduction

In this, we will create a rollup query to gather data about cases for a goal called customer satisfaction. The goal is to resolve 20 cases within a custom period with satisfaction rating of “very satisfied”. And this rollup query will count the number of resolved cases that meet the specified goal.

Let’s Get started

  1. To begin with, navigate to service > Rollup Query under Goal> click New in the Ribbon.

 

 

 

 

 

 

 

 

  1. In the rollup query form, fill the Name as very satisfied customers and Entity Type as Case and Owner who created the query(you).
  2. Apply the query for it, from drop down button select the Satisfaction, which equals, to very satisfied.
  3. In the end of query, click the view record button to see your case record which will met your criteria defined above in query. Then save & close or save it.

In this way, you created a rollup query as follows: You can also edit this query by selecting it and by double click on it.

Conclusion

With this, you can gather data about a particular goal under one view and create a rollup on the goal to see if it meet specified goal level.

Print
Posted: Jul 8, 2017,
Comments: 0,
Author: Urish Arora
Rate this article:
5.0

Urish AroraUrish Arora

Other posts by Urish Arora

, Contact author

Please login or register to post comments.

Name:
Email:
Subject:
Message:
x

SEARCH

Categories

Subscribe to our blog

«August 2019»
MonTueWedThuFriSatSun
2930311234
567891011
12131415161718
19202122232425
2627282930311
2345678

  • Featured Posts
  • Recent Posts
  • Recent Comments
Dynamics365Authority is a community platform for Professionals and Students to contribute or share their knowledge and skills on Microsoft Dynamics 365 Technologies. Our primary goal is to invite professionals on Dynamics 365 technology across the world to contribute & share their knowledge and skills through their blogs so that we can help other developers.
Stay updated with Dynamics 365 technology. Improve skills and knowledge from our blogs, articles and code snippets. Learn it. Follow professionals and learn from them.
Unified Service Desk Book(Online Edition) 

FOLLOW US

Stay connected with us on our social media channels for latest articles, blogs posts etc.  We will keep updating regularly on our social media platform and web platform.

FACEBOOK

Follow us on Facebook

 

TWITTER

View all our tweets

 

DYNAMICS365AUTH

Join us now

 

BLOGS

View our blogs

 

 

Latest Blog

Posted: Jun 20, 2019

Overview - Appendix (Unified Service Desk)

This blog is about Appendix

Read more
Posted: Jun 20, 2019

Overview - Troubleshoot and Debug (Unified Service Desk)

This blog is about Troubleshoot and Debug in Unified Service Desk

Read more
Posted: Jun 20, 2019

Overview - Performance (Unified Service Desk)

This blog is about the Performance in Unified Service Desk

Read more
RSS

ADDITIONAL RESOURCES

Dynamics 365 Authority.com - Search the library for "Dynamics 365"

  What's New in Dynamics 365

  Dynamics 365 Documentation

  

  Sign-up for 30 days trial

 

 

Recent comments

Ashish:

Nice blog. Very helpful to get all references to white papers at one place.

Previous Next

About Us

Here comes the Dynamics 365 Authority - Great technical blog posts are hidden gems. They are hard to find simply because not enough of us write them in the first place. Yet technical blogging is one of the best things we can do not only for ourselves, but also as members of the wider community of developers.

Dynamics 365 Authority leverages this platform to help developers and users to move from traditional paper-based process to modern digital business process. Dynamics365Authority.com helps your business grow, evolve and transform.

Dynamics365Authority.com is your Digital Transformation Partner

Recent Posts

Overview - Appendix (Unified Service Desk)

This blog is about Appendix
  • 148
  • Article rating: 5.0

Overview - Troubleshoot and Debug (Unified Service Desk)

This blog is about Troubleshoot and Debug in Unified Service Desk
  • 177
  • Article rating: 5.0
RSS

Get in touch

Follow Us

 

Tag cloud: Dynamics365Authority.com with Urish Arora; Dynamics365Authority.com; Sales; Leading community site on MS Dynamics 365; Dynamics 365 Authority; Service;Top CRM Blogs; Urish Arora - Australia's leading expert on Digital Transformation;  Digital Transformation; Field Service;Top Articles on MS Dynamics CRM Relationship Insights; Office 365 Security Compliance; Project Service; Microsoft Dynamics 365 for Sales; Relevance Search; Goal Metrics; Activities and Case; Sales Literature;Knowledge Management;

Terms Of UsePrivacy StatementCopyright 2019 by Dynamics365Authority
Back To Top