How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM | Dynamics Deep Dive Series

Set and Track Your Goals, All From CRM

Goal tracking shouldn’t require extra work. If your team is still updating spreadsheets or switching between apps just to see where they stand, it’s time for something better.

With Dynamics 365, you can monitor performance, motivate your team, and align everyone around clear, measurable objectives—all without leaving your CRM.

If you want to learn how to:

• Set and manage team goals without leaving your CRM

• See what’s done and what’s in progress, right as it happens

• Keep track of team and company-wide goals all in one place

• Click into your records to see exactly what’s driving your results

Then this guide will give you everything you need to help you track your goals and metrics in Dynamics 365 without the hassle of using multiple tools.

And if you stick around to end, we’ll tell you about the other amazing, time-saving things CRM can do for you!

Let’s start by showing you how to create goals that actually drive results.

Build Goals That Drive Results

The right goals help your team stay focused and motivated. With Dynamics 365 as your goal tracking software, you can define success by the metrics that matter most, whether that’s revenue, completed tasks, or customer service outcomes.

You can build goals using:

• Simple values like sales amounts or the number of activities completed

• Real-time updates that show both completed results and work in progress

• Goal structures for individuals, teams, or departments to track performance at every level

And because every goal is tied to a specific timeframe—monthly, quarterly, or annually—your team always knows what they’re working toward.

Next, let’s look at how this goal tracking software helps you stay up to date automatically.

Track Progress Without Manual Updates

Each goal in Dynamics 365 updates on a 24-hour schedule or anytime you want a refresh. With real-time progress at your fingertips, you’ll always know how your team is doing.

You can monitor:

• Closed deals and completed tasks

• In-progress revenue and activities

• How close you are to hitting each goal

Managers can check performance with a few clicks, making it easier to coach team members and celebrate wins.

Want to track performance by role, region, or product line? This goal tracking software makes that simple too.

See Team and Company Progress All in One Place

Instead of juggling separate reports, Dynamics 365 lets you roll up individual goals into higher-level summaries. This is perfect for tracking team performance or business unit targets without extra effort.

You can:

• Instantly view goal progress to see how the whole team is doing

• Set company-wide objectives broken down by role or territory

• Track product-line performance under a single view

Everything is synced, visible, and always up to date, right inside your CRM.

And if you want to dig deeper into your data, you won’t need a separate report.

Drill Into the Records Behind Every Total

Every goal in Dynamics 365 links directly to the records that make it up. From one screen, you can see what’s working and where things are stuck.

You’ll be able to:

• Sort by status, owner, or close date

• Identify issues or opportunities faster

• View every opportunity, task, or case tied to a goal

This makes your goal tracking a valuable tool for coaching, forecasting, and decision-making, without all the manual effort.

Now let’s talk about the bigger picture.

Goal Tracking Software That Moves Your Business Forward

When your goal tracking is built into Dynamics 365, your team saves time, reduces potential issues, and stays focused on the work that matters. Sales reps can concentrate on selling. Managers can guide more effectively. And leadership can track growth with clarity and confidence.

This isn’t just a reporting tool, it’s designed to help you win.

It’s time to ditch the spreadsheets and disconnected tools. Let your CRM do the work with smart, flexible goal tracking that helps your team hit their numbers faster and with less friction.

Goal and metric tracking is just the tip of the iceberg with CRM. You can send newsletters, manage sales quotas and forecasts, create marketing emails, and much, much more.

Ready to see how much easier goal tracking can be with Dynamics 365? Start today and unlock the full power of your CRM!

Ready for CRM?

Sign up for our FREE implementation program for Microsoft Dynamics 365 (a $7500 value)!

With our proven ‘Crawl, Walk, Run’ methodology based on hundreds of implementations, you will successfully roll out CRM for your team – from initial orientation and system setup to streamlined forms and data management.

Secure your spot in our FREE 5-week program. Act fast, spots are limited!

Peter Wolf