Define and track individual goals in Dynamics 365 Sales and Customer Service
Define and track your customer service related goals including identifying metrics.
Business User
Functional Consultant
Dynamics 365
Sales
Module Objectives
In this module, you will:
- Create and manage individual goals
- Use Parent and Child Goals
- Monitor goal progress
Units
Prerequisites
A basic understanding of how to navigate in the Dynamics 365 application. Familiarity with creating and managing cases, Entitlements, and Service Level Agreements is also helpful.