Goals Management in Dynamics CRM 2011 – Creating a Goal

In my previous blog I described how to create a Telemarketing Appointments and a Sales Appointments Goal Metric. In this blog I will describe how to create a Goal that uses the Sales Appointments Goal Metric. The following screenshots show the location of Goals on the Site Map in Microsoft CRM 2011. Goals may be accessed by users, with the relevant security roles, from either the Sales or the Service areas on the Site Map. If the Site Map has been customised, Goals might also be available from other...(read more)