700 XP

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

Intermediate
Business User
Functional Consultant
Dynamics 365
Sales

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

Learning objectives

In this module, you'll:

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

Prerequisites

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.

This module is part of these learning paths

Module assessment

Assess your understanding of this module. Sign in and answer all questions correctly to earn a pass designation on your profile.

Take the module assessment