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Video: CRM Use of Goal Management 

If you manage a sales team or any other organization with readily quantifiable productivity goals, you should learn more about the Microsoft Dynamics CRM goal management feature by viewing our new Use Goal Management (CRM users) and Use Goal Management (CRM Online users) video. I welcome your comments and queries about our videos. Cheers, Tom...Read more

Tracking status against goals with built-in predictability 

Microsoft Dynamics CRM 2011 comes with powerful goal management capabilities which can be utilized to set various types of targets, monitor progress against them and hence have the better control over the business. This blog post will provide details on built-in features like auto-calculated goal fields, out of the box charts and dashboards and how...Read more

Goal Management Security model 

Goal Management in Microsoft Dynamics CRM 2011 is an incredibly powerful feature that allows you to set Goals or Targets for Sales/Service personnel and track & drive these targets to actual numbers. To learn more about the different ways in which you can use Goal Management in your day to day work refer to the...Read more

Microsoft Dynamics CRM 2011 Fiscal Settings and Goal Management 

Microsoft Dynamics CRM 4.0 had the capability of defining the fiscal setting for an organization but there was a limitation that this could only be defined once and cannot be modified thereafter. Primarily the fiscal settings were used in CRM 4.0 to set salesperson quotas. In Microsoft Dynamics CRM 2011 the fiscal settings feature is...Read more

Goal Management: Behind the scenes 

What is goal management? In today’s world, any competitive organization has well defined goals for its members – measurable, and time bound, and with a clear ownership. Goal management in Microsoft Dynamics CRM 2011 lets you set such goals for members in your organization, and also lets you track the progress being made against them....Read more