web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Goals for Appointment ...
Customer experience | Sales, Customer Insights,...
Answered

Goals for Appointment Type

(0) ShareShare
ReportReport
Posted on by MichelleM 267
Hi,
I've had a look through but can't find the answer to this, so hoping someone here can help?
I would like to set separate Goals for Online and Face-to-Face Appointments, am I able to define these as separate goals based on the 'Is Online Meeting?' Y/N field on the Appointment?
Thanks for your help.
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    'Is Online Meeting' field?
    Do you customize the fields? Because that I didn't find it in the list of Appointment fields provided by the system.
    If it does exist, you can indeed use that field as a filter when creating the rollup query.
  • Verified answer
    MichelleM Profile Picture
    MichelleM 267 on at
    Thank you, I had somehow completely missed the Roll Up Queries part of the documentation!
    All sorted now. 
     
    The field is a standard field, but maybe it is added when you activate the Teams integration, as it's labelled 'Teams Meeting' on the Appointment form - Logical Name: isonlinemeeting
     
    That was available in the criteria of the Roll-Up query, so I have it working now. Thanks again!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 182 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 123

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans