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Microsoft Dynamics CRM (Archived)

create custom rollup goal field to count the number of opportunities lost

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Posted on by Hani Adel

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Dear expert As you know there are three rollyp fields to track them against goal one of them is custom rollup field in my examble in need to creat custome roluup field to calclute the number of the opportunity list in fisical period, but i dont know how, iam already create curom filed with decimal data type, and add it to the goal entity form, and what the next after choosing cutom rollup goal filed option, i think iam in wrong way, please any instruction how i can got the number of lost opportunity in this custom field using custom rollup goal field. Please advice

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Hi,

Custom decimal field doesn't have such functionality. You have to configure rollup field calculation rules.

You can read more about rollup fields here technet.microsoft.com/.../dn832162.aspx .

Hope this helps

Vlad

http://dynamicalabs.com/

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