Tag goal management

Tips

Visualizing Your Progress with CRM Goals

Dynamics CRM is a great tool for making your business processes more quantifiable. Sure, you can maintain a list of your open sales opportunities in an Excel sheet and plan your customer meetings with your Outlook calendar, as many organizations…

May 11, 2014
goal management mobile online process usability visualizations Windows Phone

Features, Tips

Creating recurring goals with some workflow magic

Goal management is one of those features in Microsoft Dynamics CRM 2011 that has a relatively high barrier for utilization. The initial thought of measuring the business results of your organization through a built-in mechanism in your CRM system resonates…

October 25, 2012
CRM 2011 customization goal management process reports solution workflow

Visualizing Your Progress with CRM Goals

Creating recurring goals with some workflow magic

Trending now