Sample: Override goal total count and close the goal

This sample shows how to override the goal total count and close the goal. You can download the sample from here.

This sample requires additional users that are not in your system. Create the required user as is shown below manually in Office 365. Replace yourorg with the OrgName of your organization.

First Name: Samantha
Last Name: Smith
Security Role: Marketing Manager
UserName: ssmith@yourorg.onmicrosoft.com

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, do the following:

1. Download or clone the Samples repo so that you have a local copy.
2. (Optional) Edit the cds/App.config file to define a connection string specifying the instance/organization you want to connect to.
3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.

If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which instance/org you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

What this sample does

This sample shows how to override the goal total count and close the goal.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

1. Checks for the version of the org.
2. Retrieves the sales manager user created manually in Office 365.
3. Creates a PhoneCall record and supporting account record for the sample.
4. Creates ActivityPartys for the phone calls "From" field.
5. Creates an open phone call.
6. Closes the first phone call and creates a second one.
7. Closes the second phone call.

Demonstrate

1. Creates Metric, and setting the Metric type to count and also setting IsAmount to false.
2. The RollupFields creates a rollup field which targets completed (received) phone calls.
3. The GoalRollupQuery creates the goal rollup queries, locating the incoming and outgoing closed phone calls.
4. Creates a goal to track the open incoming phone calls.
5. The RecalculateRequest calculates the rollup for goals.
6. Overrides the actual and in-progress values of the goal.
7. Set goal.IsOverridden =true prevents the rollup values to be overwritten during the next recalculate operation.

Clean up

Display an option to delete the sample data created in Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.