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Microsoft Dynamics CRM (Archived)

New entity with unique values?

Posted on by Microsoft Employee

Hi!

Here is the situation: I have a table where users will add hours (just a number) against a specific accounts task (which are divided into groups).

So the user select Account, TaskGroup, Task and then add the number of hours they worked on that task. The user can add several rows against the same Account-TaskGroup-Task if they worked on these tasks on different days.

Now the client want to have a list of unique Account-TaskGroup-Tasks where the hours are summed up.

How would I go about to create such a list where the hours are grouped by Account-TaskGroup-Tasks? This list should of course remain updated when new hours are added to the original entity.

I do not want to use any java scripts or other types of development. It must be possible by configuration/workflow etc...

regards,

Tomas

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: New entity with unique values?

    Tomas,

    I believe you can do that using report grouping by mentioned Account-TaskGroup-Task fields and summing by time. Would that work for you?

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