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!
Exploring Advanced Data Analysis Techniques with Dynamics 365
Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...
Dynamics 365 Marketing: Exploring Strategies with Event Planning and Lead Scoring
In this article, we will delve into the exciting realm of event planning and continue our discussion on lead scoring. If you recall our previous discussion, we touched upon real-time marketing and outbound marketing features. Today, our goal is to provide an overview...
Dynamics 365 Marketing: Automations, Lead Management
In today's discussion, we'll delve into Dynamics 365 Marketing, a robust platform offering an array of tools for automations, lead management, and reporting. With its comprehensive suite of features right out of the box, Dynamics 365 Marketing empowers...
Dynamics 365 Salesperson Walkthrough of Microsoft D365 Sales CRM
Cultivating Sales Success: A Journey Through Microsoft Dynamics 365 CRM In this article, we will explore Microsoft Dynamics 365 CRM and take a look at what a regular day for a salesperson might look like when using the system. We'll provide a step-by-step walkthrough...
Partnership Survey: Win a $250 Amazon Gift Card!
By giving us just a few moments of your time you will automatically be entered into a prize drawing and could win a $250 Amazon Gift Card! Take advantage of our wide range of FREE and user-friendly marketing assets as an Azamba Partner. Our mission is to support your...
REGISTER NOW! Webinar: Microsoft Partner Insights & Strategies
Welcome to Episode 5 of our highly anticipated webinar series, "Partnering for Success | Better Together." In this episode, titled "Unlocking Success: Microsoft Partner Insights & Strategies," join Sandie Knight, Channel Manager of Azamba, as she engages in a...
Webinar: Microsoft Dynamics 365 CRM with Business Central – A Winning Combination
Discover how Microsoft Dynamics 365 CRM and Business Central create a winning combination that streamlines operations, enhances customer interactions, and drives business growth! Join Peter Wolf - President of Azamba as he interviews Tom Doran, - Chief Marketing...
Building an Email Drip Campaign with ChatGPT for a CRM Demo
Harnessing AI to Supercharge Your Email Marketing: A Journey with ChatGPT As digital marketers, we are always on the hunt for tools that make our lives easier and our efforts more effective. I found myself in this same quest when I was attempting to create an email...
Webinar: Increase your revenue through Cross-selling!
Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice. Your clients need different technologies to run their businesses, unfortunately, you can't...
Webinar Recording: Get Marketing Smart
Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing! The Partner...
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:

Dynamics 365 Marketing: Exploring Strategies with Event Planning and Lead Scoring
In this article, we will delve into the exciting realm of event planning and continue our discussion on lead scoring. If you recall our previous discussion, we touched upon real-time marketing and outbound marketing features. Today, our goal is to provide an overview...

Exploring Advanced Data Analysis Techniques with Dynamics 365
Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...