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5Hi Team,
I have a question on CRM Views / Reports (Roll up kind off). Following is a short note of what I am trying to achieve and my pain point.
- I am using the Manager & Position Entities from D365 (out of box) in Users form.
- President (Position 1 – Parent Position = NIL)
- Vice President – Pos 2 – Parent Position = President
- Sr Mgr (Pos 3) – Parent Position = Vice President
- Manager (NE) – Parent Position = Sr Mgr
- Manager (SW) – Parent Position = Sr Mgr
- Sales Reps East – Parent Position = Manager NE
- Sales Reps North – Parent Position = Manager NE
- Sales Reps West – Parent Position = Manager SW
- All my users are associated to a Manager & Position.
- In my custom entity(Engagements) Form I have the “Assigned To” where it links to users.
Now, I want to create views so I can create chart and dashboards / reports from that view.
- I created a view with filter criteria using “Under” Sales Rep East. I am able to view all engagements by different sales reps under that Position.
I could not get any data if I use “Under” = “Vice President” to get the count of all engagements grouped by Positions.
Note : All the engagements are assigned only at Sales Rep level. I want to roll that count up to managers if I generate the report / view from Sr Mgr Level and the same at Sr Mgr should give the count if its viewed from VP level and so on.
Appreciate your help on this. Thanks in advance.
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