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Manual Goal Recalculation

  • 1.  Manual Goal Recalculation

    SILVER CONTRIBUTOR
    Posted Dec 05, 2019 03:51 PM
    In the legacy UI, there was a 'RECALCULATE' button on the goal view to manually recalculate a goal at any time.  That function seems to be gone in the new UI.  It seems odd that MS would remove it.  Does anyone know where it went?  Am I just missing it?

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    Jennifer Norton
    Harden
    Jacksonville FL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Manual Goal Recalculation

    Posted Dec 05, 2019 04:28 PM

    This article may help, Jennifer.

    https://community.dynamics.com/crm/b/pabloperalta/posts/can-t-see-recalculate-button-in-the-goal-form



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    Teresa Cleland
    MED-EL Corporation
    Durham NC
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Manual Goal Recalculation

    SILVER CONTRIBUTOR
    Posted Dec 06, 2019 04:12 PM
    Edited by Jennifer Norton Dec 17, 2019 03:12 PM
    Actually, this is from 2012 and doesn't apply to the System Admin role or the new UI.  Thank you though!
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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