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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Setup Goals for Accounts
Customer experience | Sales, Customer Insights,...
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Setup Goals for Accounts

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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?

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Setup Goals for Accounts

    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.

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