Personalized Community is here!
Quickly customize your community to find the content you seek.
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
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We are prepping for a move to Dynamics at the beginning of 2022. Our sales team is relatively small, but our account volume is very large. Currently we use Account Based Forecasting to create an overall forecast for accounts, sales territories, industries, and business service lines. Collectively these could be called a quota as it applies to our field sales team. Our field sales teams own all the accounts and have a quarterly quota based on the accounts they own. In a traditional CRM world we would simply apply opportunities against the quotas to gauge performance. However, due to the scale of our customers we use a separate project database that feeds project information into our current database. The only projects that relate to opportunities are leads that are generated from our website, so relating opportunities to quotas is not realistic. My question is this, have any other Dynamics users measured quota performance against a custom object that tracks projects? No system is perfect and rather than copying over our existing process, maybe there are some innovative ideas that we could adopt as we make the transition.
Currently, I don't seem to have seen any information about it and look forward to others' answers.
Business Applications communities