Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Hello.Is there any tool for analyzing how users fulfill goals?
In the system, goals are created for each user. make 20 calls and 20 appointment . You need to massively see which users completed their goals by month.This can be done with the help of a report. But maybe someone faced a similar problem and solved it differently?
We use Dynamics 365 UI.
You can use charts to show the number of phone calls and appointments per month, but this is not as comprehensive as a report.
Goals analysis can also be achieved using Power BI.
In addition, export the target record as an Excel static worksheet, and then you can create your own analysis in Excel.
Business Applications communities