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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Is it possible to create a view that displays only accounts and entitlements where all the account entitlements are expired? As you know an account can have both expired and Active entitlements.

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Posted on by 10

I am having an issue trying to exclude an account that currently has an Active Entitlement and display only accounts and their most recent Expired Entitlement. The SQL would be easy but I cannot find a way to do this using filters in a view.  

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You can try to do the following:

    1. Create a Rollup field that will calculate the number of "Active Entitlements" for the Account.

    2. Create a Rollup field that will calculate the number of "Expired Entitlements" for the Account.

    3. Use fields created in your query.

  • rwalkover Profile Picture
    10 on at

    I am really new at D-365.  Could you point me to an article or tutorial so that I can further understand the steps I need to take to make this happen?

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Absolutely! Check this - docs.microsoft.com/.../define-rollup-fields

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