Use goal metrics in Dynamics 365 Sales and Customer Service
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Use goal metrics in Dynamics 365 Sales and Customer Service

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

Microsoft Learn
Updated Feb 07, 2025

What you'll learn

  • Determine with metrics are needed to build efficient customer service goals
  • Modify Fiscal Year settings to align goal progress
  • Define Goal Metrics for an Organization
  • Create custom Roll-up fields and Queries
Course Description

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