Question
You are a Dynamics 365 system administrator.
Your customer service team must define goal metrics to track and measure all resolved cases.
You need to create a goal metric with a rollup field.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Explanation
You first create the goal metric and define its metric type and amount data type, because rollup fields can be created only from the Goal Metric form after it is saved. Then you add a new rollup field, choose which rollup field (Actual, In-progress or Custom) it tracks against goals, specify the source record type and the field whose values roll up, and finally choose the date field that decides which goal period each record rolls up into.