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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Create New Goal

We are now ready to create a Goal by completing the following steps:

1. Navigate to Goals and select New from the ribbon menu. Figure 8.46 shows the new Goal interface.

Figure 8.46 Goal.

image

2. Next, complete the following fields on the form:

Name—The name of the Goal.

Parent Goal—Whether this is a Child Goal.

Goal Metric—Reference to the previously created Goal Metric.

Goal Owner—By default the user creating the Goal.

Manager—Team goals roll to the users manager.

Goal Period Type—By default the fiscal period, but selectable to any custom period you define (by selecting Custom Period).

Fiscal Year—Either current or future ...

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Publisher Resources

ISBN: 9780132682084Purchase book