How to Manage Goals in Microsoft Dynamics 365 for Sales CRM
How to Manage Goals in Microsoft Dynamics 365 for Sales CRM
Calculating and managing goals
Last time in Microsoft Dynamics Support, we looked at how to set up a new goal and goal metrics in Microsoft Dynamics 365 for Sales CRM.
This week, we’ll dig deeper into how to manage goals in Microsoft Dynamics 365.
You’ll first need to create the goals, goal metrics, and rollup fields you plan to use. You can find instructions on how to create new goals, goal metrics, and rollups here.
Once you have set up your goals, see below for video and instructions on how to manage goals in Microsoft Dynamics 365 for Sales:
Calculating goals
Microsoft Dynamics 365 automatically calculates goals every 24 hours by default. If you need more frequent updates, a system administrator can set those calculations to happen more frequently from System Settings.
You can also force the system to recalculate goals by clicking the Recalculate button on the command bar of your Active Goals view:
To check when a goal was last calculated, go to Sales > Goals, choose a goal, then scroll down to Actuals to see the Last Rolled Up Date:
Managing goals
You can view your goals with any of the system views using the Progress against goals report.
You also can use any of the out-of-the-box goals, including:
- Goal Progress (Money)
- Goal Progress (Count)
- Percentage Achieved
- Today’s Target vs. Actuals (Count)
- Today’s Target vs. Actuals (Money)
To view or edit goals as an administrator, go to Sales > Goals:
To see which records are used to calculate your goals, open a goal, then look to the left under Participating Records:
Then, click on one of the rollups to view those records:
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
Why MSP’s Should add CRM to their Solution Portfolios
We’re entering a new era in CRM. All the old reasons for customers buying CRM are still valid. But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood. The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...
CRM Launch in 5 Weeks – Get Results Fast!
The Growing Importance of CRM CRM is increasingly becoming an essential tool for businesses aiming to stay competitive. Yet, the journey to implementation is often marred by inefficient processes that lead to resource drain without yielding desired results....
4 Key Principles for CRM Success
Implementing CRM successfully is crucial in today’s business landscape, where 40 to 70 percent of projects are reported to fail, leading to significant time and financial losses. This stark reality underscores the importance of approaching implementation with...
Do This to Avoid Wasting Time and Money With Your CRM
CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...
Adding CRM to Your Solution Offering – Not Just a “Nice to Have”
Many MSP’s hesitate to add non-infrastructure solutions to their offerings. There are a lot of reasons for this: Lack of experience with the solution Fear of losing focus on the vital infrastructure solutions that make up the core offerings Uncertainty over the...
5 Reasons MSP’s Should Care About CRM
Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....
CRM Made Easy For Partners – The Azamba Difference!
Simplified CRM Every large tech company must have processes to make sales and marketing programs work. You obviously can’t have different ways of doing things all the time, so the need for process is important. But it sure can be tough for partners to navigate. This...
How Microsoft Dynamics 365 CRM is CRUSHING Salesforce
Choosing the right CRM is a pivotal decision for any business, especially for small to medium-sized enterprises seeking to streamline operations and enhance customer relationships. When it comes to selecting between leading CRM solutions like Salesforce and Microsoft...
5 Reasons Why Adding CRM to their Solution Set Makes MSP’s More Successful
2024 will be the year of customer retention. Many are forecasting choppy economic waters ahead so it’s incumbent for Managed Service providers to protect their business. At Azamba, we think that partners have a golden opportunity to increase their margins while...
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.
Related articles:
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood. The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...
Why MSP’s Should add CRM to their Solution Portfolios
We’re entering a new era in CRM. All the old reasons for customers buying CRM are still valid. But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...