CRM Solution

Follow this 3-step process This week in  Microsoft Dynamics Support , we’ll look at  how to set up a new goal and goal metrics  in  Microsoft Dynamics 365 for Sales   CRM . Goal metrics allow businesses to keep track of their business objectives. For example, you can track whether sales quotas are met, how many cases users complete, or how many meetings or appointments users have set. There are three parts to goals in Dynamics 365: 1.) the   goal , the actual objective you want to measure 2.) the   goal metric , which tells you how the goal figure is measured and 3.) the   roll upfield , which is the field the goal is measured on. 1.) Create a new goal 1.) Go to   Sales   >   Goals . As you can see, I already had a few goals set up: 2.) Click   + New : 3.)   Name   your new goal, then choose the   Goal Owner ,   Manager , and (if it’s already created)   Goal Metric *....

The default of 50 isn’t optimal for everyone Usually, you will see up to 50 records on a grid. But depending on your needs, maybe you want to increase or decrease that number.   Doing so is not difficult if you know where to look. In this video, I will show you how to change your personal options to control the number of rows on a grid in Dynamics 365 for Sales. Reduce the height of the social pane in Dynamics 365 The work around is very simple. You will   remove the default Activities section, and then replace it with a new Activities section . This new Activities section will have more configuration options. 1.) Go to the entity you wish to edit and click   … (More Commands)   >   Form . 2.) Click on the   Activities section , then click   Remove . 3.) Click   Insert   >   Notes . 4.) Double click the Notes section you just added to open Activities Tab Properties. 5.) Click the   Formatting   tab a...

In this example, I’m going to add a field called “anniversary” to my accounts. This field will display   the anniversary of our relationship with each company. You can modify the instructions below to create other calculated fields in other entities. Create a calculated field 1.) Go to   Settings   >   Administration   >   Customization   >   Customize the System . 2.) Select   Entities   >   Accounts   >   Fields , then click   New   to create a calculated field: 3.) Enter a   Display Name   and   Data Type , then set the   Field Type   to   Calculated : You can also enable   field security ,   enable auditing , add a description, etc. But for this example, we’ll skip those extra steps. 4.) Click   Edit   to set up the field function, then set the   Action   to   ADDMONTHS(12,createdon) and click the   ...