web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Creating Goals for Use...

Customer experience | Sales, Customer Insights,...

Answered

Creating Goals for Users and Teams

(0) Share

Report

Report

Posted on by Jorge_

Hi,

We do have Opportunities always owned by users and we do create Golas for those users.

But there is a requirement to create also Goals for Teams.

Is that possible somehow without updating ownership of Opportunities?

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Wahaj Rashid 11,321 on at

Like (1)

Report
Hi,

You can define Parent - Child goals for this purpose:

Create a team and add users to it.

Create a Parent goal assigned to a Team:

In the Team Goal's criteria, make sure to select yes for "Rollup only from child goals":

You might also need to set Record Set for Rollup to All (depending on your scenario)

Then use this Parent goal in you child goals (assigned to specific users):

Now, child goals will rollup to parent goals (however opportunities are still assigned to a user):

You can read more about Parent Child goals here:

https://docs.microsoft.com/en-us/learn/modules/define-track-goals-in-dynamics-365/3-parent-child-goals

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-goal-hierarchy-goals-targets

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

Tom_Gioielli 70 Super User 2025 Season 2

#2

Gerardo Rentería Ga... 33 Most Valuable Professional

#3

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans