Implement goal management in Dynamics 365 Sales and Customer Service
Created By
Microsoft via Microsoft Learn
- 0
- 1-2 hours worth of material
- Microsoft Learn
- English
Course Overview
- Module 1: Define and track your customer service-related goals including identifying metrics.
- Create and manage individual goals
- Use Parent and Child Goals
- Monitor goal progress
- Module 2: Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.
- Determine with metrics are needed to build efficient customer service goals
- Modify Fiscal Year settings to align goal progress
- Define Goal Metrics for an Organization
- Create custom Roll-up columns and Queries
In this module, you will:
In this module, you will:
Course Circullum
- Module 1: Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
- Exercise - Measuring customer success using goals
- Check your knowledge
- Summary
- Module 2: Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
- Exercise - Defining goal metrics
- Check your knowledge
- Summary
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This Course Include:
- Module 1: Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
- Exercise - Measuring customer success using goals
- Check your knowledge
- Summary
- Module 2: Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
- Exercise - Defining goal metrics
- Check your knowledge
- Summary
- Provider:Microsoft Learn
- Certificate:Not Avalible
- Language:English
- Duration:1-2 hours worth of material
- Language CC: