Create a dashboard for top 20 account by tickets

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Posted on by Aisha1985

Hi,

are we able to create a Dashboard that shows top 20 accounts raising tickets. so which accounts have the most tickets?

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CRMJetty 3,512 on at

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Hi Aisha1985 ,

You can create dashboard and display accounts sorted by related number of incidents. For that first you need to create rollup field which stores count of related total cases(tickets) or you can use simple field and manage count of tickets by custom logic.

Here is the rollup field which calculates total related cases.

Configure this field in Account view and configure sorting on this field by Descending and save the view.

After that configure Account entity list in dashboard and use this view in the list.

Now you can find the account list sorted by Ticket count.

Or you can create custom web resource which display table of Top 20 Accounts sorted by Ticket count and add it in dashboard.

Reference for configure custom Web Resource in dashboard:

https://www.c5insight.com/Resources/Blog/tabid/148/entryid/271/non-developers-guide-how-to-use-web-resources-for-dashboards-in-dynamics-crm.aspx#:~:text=Open%20the%20dashboard%20you%20want,one%20of%20the%20component%20areas.&text=Choose%20the%20web%20resource%20we,fields%2C%20save%20and%20click%20OK.

Reference for create HTML/JS Web Resource in D365:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-web-resources?view=op-9-1

https://www.tutorialkart.com/dynamics365/what-are-web-resources-in-dynamics-365/

Note: By using rollup field, the rollup fields can't directly updated, the rollups are calculated by scheduled system jobs that run asynchronously in the background. So in this case you can manage ticket count in simple field and update this field when ticket is create/updated by using plug in or any kind of custom login.

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

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Aisha1985 95 on at

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Thanks alot for such detailed Information. As i am new to Dynamics world so this was a really helpful piece of information.

Much appreciated!!!

Thanks Mate

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