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System Settings dialog box - Goals tab

Set the duration and frequency of the automatic rollup of goals. These settings only affect the automatic handling of all goals set in Microsoft Dynamics CRM. You can always perform a manual rollup for any goal at any time.

Open the System Settings dialog box (if it isn't already open)

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration. (How do I get there?)

  3. Choose the System Settings > Goals tab.

Settings

Description

Set the roll-up expiration time and the roll-up frequency.

Days after the goal end date when the rollup will stop

Default: 30 days. Set the number of days after the ending date of a goal for Microsoft Dynamics CRM to stop including a goal in a rollup.

Roll-up recurrence frequency

Default: 24 hours. Set the number of hours between each Microsoft Dynamics CRM goal rollup.

Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
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