Goals Management and recreation or cloning of goals in Microsoft Dynamics CRM 2011

Goals Management and recreation or cloning of goals in Microsoft Dynamics CRM 2011

  • Comments 2

Motivate your work force, identify successful programs, do better planning, and grow your business using Microsoft Dynamics CRM 2011 Goals Management functionality. 

Goal Management will allow you to set Sales, Marketing, Service or any business goals (goals is supported even for Custom entities) for your organization. These goals are measurable, time-bound and ownership based. 

Sample goals:

  • Revenue generated (individual, team, organization-wide)
  • Number of customers added
  • No. of products sold
  • Total number of phone-calls made
  • Number of Leads generated and qualified
  • Opportunity conversion from leads
  • Revenue generation from campaigns
  • Total customer service cases resolved
  • Number of new projects added this quarter (that’s my custom goal)

Goals are time-based and hence need to be re-created every time they expire. For example if you have 10 people in your sales team and you define sales goals quarterly then imagine the amount of time you need to spend re-creating it manually every few months.

An easier option would be to directly clone the goal entity record using CRM Clone add-on as shown below:

  • Nice

  • Hi, looks like a good solution. Users could also implement a similar feature using an on demand workflow or dialog which creates a copy of the select goal. The advantage of using a workflow is that you can run it on multiple records at once.