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I want to create a query for Accounts that lists all of my accounts that have spent more then x-amount during a fiscal year. Is this actually possible in CRM? I know it can be done in a report, but I actually want to be able to run that query in an accounts view that can then be used in a marketing list.
Can you define/ share more details on how account spends money?
You will have to create a rollup field on account and then you can create a view for marketing lists:
When creating a rollup field, you will have to 'sum' the amount of child records. Child records can be invoices or orders or quotes or opportunities, depends on your scenario.
More details on how to? here: https://www.powerobjects.com/blog/2014/10/10/roll-up-fields-dynamics-crm-2015/
You can create a rollup field or use a plugin to populate the sum in the currency field, and then use that field as per requirement.
Rollup fields have a delay in performing the calculation, I guess its one hour. If you need realtime calculation you can use a plugin.
Please mark as verified if this was helpful.
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