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

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

Business User

Functional Consultant

Dynamics 365

Sales

Module Objectives

In this module, you will:

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

Units

Overview of goals min
Defining individual goals min
Parent and child goals min
Exercise - Measuring customer success using goals min
Check your knowledge min
Summary min

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.