How to Set Up a New Goal in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Set Up a New Goal in Microsoft Dynamics 365 for Sales CRM

by | Aug 2, 2018 | Microsoft Dynamics 365

Follow this 3-step process

This week in Microsoft Dynamics Support, we’ll look at how to set up a new goal and goal metrics in Microsoft Dynamics 365 for Sales CRM.

Goal metrics allow businesses to keep track of their business objectives. For example, you can track whether sales quotas are met, how many cases users complete, or how many meetings or appointments users have set.

There are three parts to goals in Dynamics 365:
1.) the goal, the actual objective you want to measure
2.) the goal metric, which tells you how the goal figure is measured
and
3.) the roll up field, which is the field the goal is measured on.

So lets get started! See below for video and instructions on how to set a new goal in Dynamics 365:

1.) Create a new goal

1.) Go to Sales > Goals.

As you can see, I already had a few goals set up:

Goals Microsoft Dynamics 365 for Sales CRM

 

2.) Click + New:

New Goal Microsoft Dynamics 365 for Sales CRM

 

3.) Name your new goal, then choose the Goal Owner, Manager, and (if it’s already created) Goal Metric*.

*if you need to create a new goal metric, save and continue to the next section

 

4.) Click Save.

 

2.) Create a new goal metric

1.) From the Goal Metric dropdown menu, select Look Up More Records:

Look Up More Records Goal Metrics Microsoft Dynamics 365 for Sales CRM

 

2.) Click New:

Look Up More Records New Goal Metrics Microsoft Dynamics 365 for Sales CRM

 

3.) Enter the Name of your new goal metric, then set the Metric Type and Data Type:

New Goal Metric Microsoft Dynamics 365 for Sales CRM

 

4.) Click Save.

 

3.) Add a new rollup field

1.) Click in the empty area under Rollup Fields:

Click In Rollup Fields to Add New Field Microsoft Dynamics 365 for Sales CRM

 

2.) Click on Rollup Fields in the top menu:

Rollup Fields Top Menu Microsoft Dynamics 365 for Sales CRM

 

3.) Click Add New Rollup Field:

Add New Rollup Field Microsoft Dynamics 365 for Sales CRM

 

4.) Define your new rollup field by entering the Rollup Field type, Source Record Type, Source Field Type, Record Type, Date Field, and (if needed) the Source Record Type State for the source record and/or source field:

Add New Rollup Field Define Parameters Microsoft Dynamics 365 for Sales CRM

 

5.) Click Save & Close.

The rollup field will now show up under the goal metrics as you can see here:

Rollup Field Added Microsoft Dynamics 365 for Sales CRM

To add multiple rollup fields, simply repeat the steps from this section.

 

4.) Save your work

1.) Go to Goal Metrics in top menu, then click Save & Close:

Save and Close Goal Metrics Microsoft Dynamics 365 for Sales CRM

 

Your new goal metrics will now appear on the Goal Metric dropdown menu in the New Goal window:

New Goal Metric Added Microsoft Dynamics 365 for Sales CRM

 

2.) Choose the new goal metric, then click Save & Close.

 

Now that you have your new goal and goal metric, you’re ready to learn how to manage goals in Microsoft Dynamics 365 for Sales!

 

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Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

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