Microsoft Dynamics CRM 2013 Customer Center
Microsoft Dynamics CRM
Customer Center
Search Microsoft Dynamics CRM 2013 Customer Center

Create or edit a goal

Use goals to keep track of your progress on achieving target revenue.

Create a goal

  1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Sales.

      Sales appears on the nav bar.

    2. Choose Sales > Goals.

    3. Click or tap New.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, click or tap Sales, and then click or tap Goals.

    2. In the Records group, click or tap New.

  3. On the New Goal form, enter information or observe any noted restrictions or requirements as needed. Use the handy tooltips as a guide.

  4. Click or tap Save or Save and Close.

Edit a goal

  1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

  3. If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Sales.

      Sales appears on the nav bar.

    2. Choose Sales > Goals.

    3. Click or tap Edit.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, click or tap Sales, and then click or tap Goals.

    2. In the Records group, click or tap Edit.

  4. Fill in your information. Use the handy tooltips as a guide.

  5. Choose Save and Close.

Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
Was this information helpful?