Implement goal management in Dynamics 365 Sales and Customer Service
- Offered byMicrosoft
Implement goal management in Dynamics 365 Sales and Customer Service at Microsoft Overview
Implement goal management in Dynamics 365 Sales and Customer Service
at Microsoft
Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries
Duration | 1 hour |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Beginner |
Official Website | Explore Free Course  |
Credential | Certificate |
Implement goal management in Dynamics 365 Sales and Customer Service at Microsoft Course details
Implement goal management in Dynamics 365 Sales and Customer Service
at Microsoft
Skills you will learn
More about this course
- Apply goal management to track your individual, parent, and child goals
- Analyze the results of your goal management to make better business decisions
- https://docs.microsoft.com/en-us/learn/certifications/exams/mb-210
Implement goal management in Dynamics 365 Sales and Customer Service at Microsoft Curriculum
Implement goal management in Dynamics 365 Sales and Customer Service
at Microsoft
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
Use goal metrics in Dynamics 365 Sales and Customer Service
Overview
Fiscal year settings
Goal metrics
Exercise - Defining goal metrics
Check your knowledge
Summary
Implement goal management in Dynamics 365 Sales and Customer Service at Microsoft Entry Requirements
Implement goal management in Dynamics 365 Sales and Customer Service
at Microsoft
Eligibility criteria
- Prerequisites: Basic understanding of how to navigate the Dynamics 365 application
- Working knowledge of the core records available
Conditional Offer
- Not mentioned
Other courses offered by Microsoft
View Other 1171 Courses
Implement goal management in Dynamics 365 Sales and Customer Service
at Microsoft
Student Forum
Anything you would want to ask experts?
Implement goal management in Dynamics 365 Sales and Customer Service