“Stats-On-The-Fly” and Time Management with Dynamics CRM 2013

By Dianna on 1/7/2014

Time management is our ability to control the time we spend on specific activities. If my task is to complete 50 phone calls in 8 working hours, I will first aim to make 25 phone calls in the first 4 working hours.  I will measure my progress based on the number of completed calls, average time per call and the maximum and minimum times spent on calls. The same applies to managing opportunities. If my target is 20 opportunities per month with average of $1,000 per opportunity, I will monitor my progress weekly or even daily.

“Stats-On-The-Fly” is a plug-in workflow that provides the sum, total number of records, average, median, minimum and maximum value of a field for group of records. The user can filter the records to be included in the workflow using Rollup Queries in in the CRM function Advance Find.

You can also watch this video on how Stats On The Fly works: Click here….

The story behind Stats-On-The-Fly.

When we designed Stats-On-The-Fly we had two issues:
1.A workflow is design to act upon one record at a time while we wish to sum up the value of one field in all filtered records and count the number of records
2.How to show the results and display them to the user, in real time

The answer to the first issue is by using rollup query. The user can create a rollup query for any CRM entity and assign a filter to the query. The input parameters to the Stats-On-The-Fly workflow are the rollup query and the name of the field (attribute) to use.

The obvious answer to the second issue is using synchronous workflows, introduced with CRM2013. The problem is that to display a message on the screen, the workflow needs to be stopped with the status “Cancelled”, which then displays a message to the user. The error message says:” Business Process Error” and can be customised to include up to 2,000 characters of additional information. The calculation results are displayed below the “error” message (see image below).

It is unfortunate that such a nice feature does not come with a third option that displays the message without the error icon and the text “Business Process Error”

Dynamics Workflows
Stats On The Fly