Define and track individual goals in Dynamics 365 Sales and Customer Service

Module
6 Units

Intermediate

Business User

Functional Consultant

Dynamics 365

Sales

Define and track your customer service related goals including identifying metrics.

Learning objectives

In this module, you'll:

Create and manage individual goals
Use Parent and Child goals
Monitor goal progress

Prerequisites

A basic understanding of how to navigate in the Dynamics 365 application. Familiarity with creating and managing cases, Entitlements, and Service Level Agreements is also helpful.

Overview of goals min
Defining individual goals min
Parent and child goals min
Exercise - Measuring customer success using goals min
Module assessment min
Summary min