Hi
First, is it possible to update goals more often than every 24. hours?
If not, it is okay for us to use the recalulate button. But my problem is, that we use an App-version of Microsoft CRM for my salesteam. In this mode, the recalulate button is missing? Is it possible to activate this, so my teammembers have access to update goals?
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Hi Anja,
You could use a custom workflow action to force recalculation of the goals:
github.com/.../Goal%20Recalculate.md
About the missing option in the UCI; it's just not there (yet), like many other options. The October 2018 release will bring back some of them but I'm not sure about this one.
Hi,
I never use app, thus I cant answer you.
Thank you for your answer. But do you know why it isn't possible to recalculate the goals manually? Like it is when I don't use the app version?
Hi,
the minimum hour is 24 hours, however if you want to increase the frequency, you have to write some code to tweak it. You can refer below article, but would be good if you do some research before apply it.
dynamicscrmcoe.com/how-to-change-goal-roll-up-recurrence-frequency
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