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Repeat Clients

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Posted on by CWDdkops

Hello,

I am seeking the easiest solution to generate a list of repeat clients in CRM based on the projects we’ve competed with them. The reporting module does not allow me to add conditions, for instance, any client with more than one project is considered a repeat client. Does anyone have a solution to this? Your help is greatly appreciated!

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Customization / Solutions / SDK and API

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Community Member Microsoft Employee on at

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RE: Repeat Clients

Hi CWDdkops ,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks in advance.
CWDdkops 25 on at

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RE: Repeat Clients

This is great! Thank you so much! After 12 hours, I verified that the roll up field is working. I’ll look into readjusting the occurrence. Have a wonderful weekend!
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Community Member Microsoft Employee on at

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RE: Repeat Clients

Hi CWDdkops,

Yes, you are right.

Rollup fields are calculated by scheduled system jobs that run asynchronously in the background. The jobs can be viewed and managed by an administrator. There are two types of system jobs:

(1) Mass Calculate Rollup Field job that runs once per rollup field 12 hours after you created or updated a rollup field.

If you don't want to wait 12 hours, you can go Settings > System Jobs to find Mass Calculate Rollup Field job for the new craeted rollup field to Resume it.

(Dynamic CRM follows specific naming convention for Rollup Jobs.EntityName.FieldName)

(2) Calculate Rollup Field job that runs per entity and recalculates all rollup fields for that entity by processing the records that were created, updated or deleted since the last recalculation. The default maximum recurrence setting is one hour.

If you want to modify recurrence, you need find Calculate Rollup Field job for current entity.

Changing the recurrence is supported only at entity level and not on single field. So, opening the Calculate Rollup Field Job will give me this.

Also, It is possible to manually recalculate individual rollup fields by choosing the Refresh icon next to the rollup field on the entity form. User must have write access to the record on which refresh is requested.

For more details, you can refer following link:

Create rollup fields in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
CWDdkops 25 on at

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RE: Repeat Clients

Thank you very much, Leah! I went ahead and created a rollup field. Looks like it'll take 12 hours for CRM to update if I'm not mistaken.
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Community Member Microsoft Employee on at

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RE: Repeat Clients

Hi CWDdkops ,

Firstly, you can create a rollup field to count the number of related projects:

(+) Count the of number related child records using a Rollup field - Microsoft Dynamics CRM Community

Test:

Now, you can use 'greater than 1' as condition to filter records:

Result: