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It happened to some me that some users missed the ‘Recalculate’ button in the ribbon bar of Goal forms. They didn’t have it and hence, were not able to manually recalculate goal progress. So, I started to identify the cause.
It all seemed something related to some privilege missing but couldn’t find anyone related to goal calculations. Finally, I did found out which privilege the user lacked off:
After adding this permission, the user should be able to see the ‘Recalculate’ button within a Goal form so as to perform this action.
As this is not so clear and easy to realize, I decided to share it here.
Hope this helps to save somebody else’s time,
PP [twitter: @pabloperalta]
UruIT Dynamix | Excellence in Dynamics CRM Nearshoring Services.
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