web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Setup Goals for Accounts
Customer experience | Sales, Customer Insights,...
Suggested Answer

Setup Goals for Accounts

(0) ShareShare
ReportReport
Posted on by Jorge_

Hi,

We would like to have the Goals functionality for Accounts instead of Users.

Is any way to do so using the built in functionality on CRM Goals?

I have the same question (0)
  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    Please check below link:
    https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/391092/defining-goals-for-accounts-or-contacts#:~:text=Go%20to%20Customizations%20%3E%20Account%20%3E%20Fields,add%20some%20filter%20for%20Opportunities.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 119 Super User 2026 Season 2

#2
Syed Aqib Raza Profile Picture

Syed Aqib Raza 72

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 66 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