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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Goal Manager vs. Goal ...
Microsoft Dynamics CRM (Archived)

Goal Manager vs. Goal Owner

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Posted on by Ben Markland

We are just beginning launching goals for our users.  I am curious to know what the difference is between a Goal Manager and the Goal Owner?  I cannot find any documentation on this.

Thanks

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Ben,

    The goal owner is the user who is going to be undertaking the created 'Goal'

    The goal manager is who will be over seeing the goal or goals

    So a bit like a sales manager, his or her sales agents all have tasks, the manager can see these tasks to make sure they are being done. Same with goals, they will see the goals and make sure they are being worked towards and or met.

    This should help further - crmbook.powerobjects.com/.../goal-management

    Hope this helps

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Ben,

    Have you read this link:

    blogs.msdn.com/.../goal-management-security-model.aspx

    This is very good documentation you can refer to.

    Especially in this section:

    Goal Owner and Manager Fields

    The Goal owner field specifies the person who is responsible for achieving the goal. For Example, a Sales Manager would create a Goal for a Salesperson and set him as the Goal Owner.

    The Goal Manager Field is like the record owner field that is present in all other entities. The Goal manager has full permissions on the goal. On a new goal form, the field is pre-populated with person who is creating the goal. For Example, a Sales Manager is the Goal Manager of a Goal that is created by him for a Sales Person who would be the Goal Owner.

    As soon as a Goal is created, the Goal record gets shared with the goal owner and he gets Read and AppendTo access rights on that goal. These are the only two access rights granted to him. Whenever this Goal has a parent Goal associated, the Goal Manager of the Parent goal also gets Read access right to this Goal. Normally the Owner of the Parent Goal would be the Manager of the goal under consideration.

    So basically, if in real practice, you are the Goal Owner, then your Manager is the Goal Manager if your company applied the hierarchical structural.

    Hope this helps.

    Thanks.

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