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

Business User
Functional Consultant
Dynamics 365

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

Learning objectives

In this module, you will:

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


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.