Implement goal management in Dynamics 365 Sales and Customer Service

  • Learning Path
  • 2 Modules
Beginner
Business User
Functional Consultant
Dynamics 365
Sales
Customer Service

Apply goal management to track your individual, parent, and child goals. Analyze the results of your goal management to make better business decisions.

Prerequisites

  • Basic understanding of how to navigate the Dynamics 365 application
  • Working knowledge of the core records available

Modules in this learning path

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

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

Use goal metrics in Dynamics 365 Sales and Customer Service

Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.