How to Configure Dynamics 365 Goals

Configuring Dynamics 365 Goals

 

 

 

 

 

 

 

 

This is part two of a multipart series on performance management and goals using Dynamics 365. This blog entry will discuss how to configure Dynamics 365 goals. Our last blog entry discussed the benefits that goals bring to your company. Now you are ready to get started. We will show you just how quick and easy is is to set up goals for your organization.

About Goals

Goals can be an important part to any organization. Not only do they provide employees with something tangible, their progress can be easily measured – as they are working through to their end goal. In some organizations, goals are used to determine compensation and benefits. In addition, sales and service goals are also a common measure of overall performance of individual staff members, sales teams, regions, and more.

There are three parts to any goal:

  1. The goal
  2. The goal metric
  3. The Rollup field

To configure Dynamics 365 goals, the goal metric needs to first be specified. This defines what you will measure.

First Step – Setting Goal Metric

goal metric is the foundational element of goals in Dynamics 365. Goal metrics are generally not specific to any individual and tend to be less specific than the goals themselves.

Dynamics 365 has three pre-configured goal metrics (number of cases, number of products, and revenue). You can choose to use one of these pre-configured goal metrics or set up your own. If you choose to set up one of your own, follow these simple steps:

Set up fiscal years

First, the fiscal year need to be configured in your system. By default, Dynamics 365 defines fiscal year based on the calendar year, although not all companies define their fiscal year in that way. However an organization manages their fiscal year, it is important that the fiscal year is configured in the system correctly – as the fiscal period for the goal is based on a company’s fiscal year.

Fiscal periods are important to goal management – as all goals are time bound. A fiscal period is the time period for which the goal will be tracked.

Fiscal year settings can be redefined at any time. To navigate to fiscal year settings, go to

Settings > Business Management > Fiscal Year Settings.

enCloud9 | Microsoft Dynamics 365 CRM Consultants How to Configure Dynamics 365 Goals Dynamics 365 Fundamentals

Step one – Setting the goal metric

After configuring the fiscal year in your system, it is time to set your goal metric. You must set your goal metrics before the goal itself. There are two types of goal metrics (amount and count). The amount metric type can be a money value, an integer, or a decimal. The count metric type is an integer.

In order to set a goal metric, you need to have the Manager, CEO- Business Manager. System administrator, or System Customizer security role. Once that is in place, it is time to set your goal metric.

  1. First – In the site map, in the lower left hand corner of the screen, navigate to App Settings.
enCloud9 | Microsoft Dynamics 365 CRM Consultants How to Configure Dynamics 365 Goals Dynamics 365 Fundamentals

2. Next – select the Goal Metrics.

enCloud9 | Microsoft Dynamics 365 CRM Consultants How to Configure Dynamics 365 Goals Dynamics 365 Fundamentals

3. Then – in the command bar, select New.

enCloud9 | Microsoft Dynamics 365 CRM Consultants How to Configure Dynamics 365 Goals Dynamics 365 Fundamentals

4. Finally -under Step 1: Define the metric, fill in the following information: (namemetric typeamount data typetrack stretch target) and then select Save.

enCloud9 | Microsoft Dynamics 365 CRM Consultants How to Configure Dynamics 365 Goals Dynamics 365 Fundamentals

To read the rest of the article and to learn more about configuring Dynamics 365 Goals, visit our blog.

 

How can we help?

enCloud9 has years of experience helping companies like yours increase sales, revenue, and productivity. If you are not already using Dynamics 365, we can certainly get you started quickly with one of our Accelerators.  Accelerators are prepackaged Dynamics 365 implementations designed to get your business up and running on Dynamics 365 in approximately seven days. To learn more, visit our website or our YouTube page.

To read our most recent blog series about viewscharts and dashboards – visit our blog.

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Show Buttons
Hide Buttons