Apply goal management to Microsoft Dynamics 365 Customer Engagement

Beginner
Business User
Functional Consultant
Dynamics 365
Sales

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

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

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

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

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