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Count of records over rolling time period

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Posted on by BLin

I would like to be able to see how many phone calls we've had with an account in the last 12 months (not YTD) on a rolling basis. I've tried to do this with a rollup and calculated field, but neither let me filter on a rolling basis. Any idea how to do this?

Thanks!

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Mohamed GRAIB 2,504 Moderator on at

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Hi Blin,

I suggest this solution :

Create a view that List all phine calls the Last 12 months

You can use this criteria

Created On (Last 12 months)

If you have created your view, you can use the XRM TOOLBOX to count the number of your records.

You need to use the Fetch XML / View Record Counter

Step 1 : Click on Load entities

Step 2 : Select your view (The view that you have created (Phone calls created the Last 12 months)

Step 3 : click on Execute Counts.

Please mark the answer as verified if that's helpful for you.

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Eiken on at

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Hi,

You can use the Power Automate to get the count of Phone call.

My steps are as follow.

1.Start by creating a cloud flow, when a row is added in Phone Calls, get the account by row id.

2.List all phone calls which is related to the account. The content in Filter rows can be get in Fetchxml Builder in XrmToolBox.

First create the Fetchxml which meet the conditions(Last 12 months and relate to the specific account)

And then click Convert>Power Automate Parameters>Filter query. Copy it to the Filter rows.(Don't forget to change the "0000,000,000" to the account in List Rows )

3.Last use Compose to get the count of rows and set the input to the account.

Now I set the count to the description, you can create a new field to receive the value.

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