Implement goal management in Dynamics 365 Sales and Customer Service
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Implement goal management in Dynamics 365 Sales and Customer Service

Learn to apply goal management to track your individual parent and child goals.

Microsoft Learn
Updated Jul 27, 2024

What you'll learn

  • Overview of goals
  • Defining individual goals
  • Parent and child goals
  • Exercise - Measuring customer success using goals
  • Define goal metrics.
  • Configure individual goals based on goal metrics.
Course DescriptionLearn how to create goals for Microsoft Dynamics 365 Sales and Customer Service.