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I added a field on the Task entity on CRM to keep track of whether the task is billable or not. Now I want to sum the time spend on the billable tasks and non-billable tasks for each individual. How can I achieve this in Microsoft Dynamics CRM 2016?
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Hi,
you might probably define two rollup fields on the user entity - one of them would sum up billable tasks durations, and the other one would sum up non-billable tasks durations:
technet.microsoft.com/.../dn832162.aspx
Thanks @Alex Shlega.Your suggestion help. I can get the sum of billable hours and non-billable hours now.
Now, am trying to add some Task Entity columns to the view i create using the User Entity. Any idea how to get the Task fields ?
Hi Mass,
That you can't, really, do. Each user can have many tasks, and crm will only show you one line per user. There are two options:
- Create a view for the tasks instead - you can add user columns there
- If you still need a user view, create a text field in the use entity and aggregate user tasks information into that field. You will likely need a plugin for that, and, yet, you can't use a lookup to display links.. so I would go with the other option(tasks view)
Hi Alex Shlega,
The issue am having using the Task entity is; i can't sum the billable and non-billable tasks.
Each task has a duration field and a isbilled field . If you can suggest ways to get the sum of those two fields it will be of great help.
Thank you,
Mass
what is the end result you are trying to achieve?
Right now you have two fields on the user entity for the durations, so you got that.. Do you want to see billable and non-billable tasks per user? If that's what it is, maybe you could create two views with different filtering conditions for that billable attribute, call them "My Billable Tasks" and "My NonBillable Tasks", and include a condition for the owner (Owner equals current user).
Every user will have two views - they'll see there billable and non-billable tasks. Have a feeling you need something else, though:)
Hi Alex,
Thats exactly what am trying to acheive. I want to display billable and non-billable hours per user using a bar chart.
Will this work?
yes that will work.
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