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Dynamics 365 for Sales

Implement goal management in Dynamics 365 Sales and Customer Service (CRMS103)


Description
Apply goal management to track your individual, parent, and child goals. Analyze the results of your goal management to make better business decisions.
Content
  • 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
  • Summary
  • Use goal metrics in Dynamics 365 Sales and Customer Service
  • Overview
  • Fiscal year settings
  • Goal metrics
  • Exercise - Defining goal metrics
  • Summary
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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