Close

BLOGS

How to create a Goal Metrics in Dynamics 365

Introduction

Goal Metrics are created for a goal to measure the progress of a Goal. Goal Metric and Rollup query field have the parental relationship, so all the operations on the parent record are broadcasted to child record.

Let’s Get started

Before creating goal metrics, please refer our blog for “create and edit rollup query in dynamics 365”. To do this task you must have security rights.

  1. To begin with, navigate to service > Goal metrics> select New in the ribbon bar.


            

 

Fill the fields Name as “customer satisfaction rating” as we are calculating the customer satisfaction in the Goal and metric type as count as we are calculating the rating. And save this record.

  1. Click in rollup fields to add new rollup field as shown in the below screenshot:

          

Click Save & Close to close the form. 

Now Navigate to Service > Goals, open the Customer Satisfaction Goal as I have already created in previous blog. And select goal metric as "customer satisfaction rating" as goal is not complete without it and Goal Criteria in the end of the form as shown in below the screenshots. Then save & close it.

            

           

  1. To rollup the query, select the goal and click the Recalculate button on the ribbon to check the goal metric.
  2. This way you can successfully create a Goal Metric and applied it to a Goal.

Conclusion

It’s easiest way to measure progress towards any Goal.

 

 

Print
Posted: Jul 10, 2017,
Comments: 0,
Author: Urish Arora
Rate this article:
5.0

Urish AroraUrish Arora

Other posts by Urish Arora

, Contact author

Please login or register to post comments.

Name:
Email:
Subject:
Message:
x

SEARCH

Categories

Subscribe to our blog

«August 2020»
MonTueWedThuFriSatSun
27

DEMO: PowerApps - Building A Model Driven Application

In this blog we will see how to build A Model Driven Application in Power Apps. Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little or no code, you can make apps that are simple or complex.

Read more
28

Microsoft Power Apps: An Introduction and the key reasons to use them

This blog will introduce you the power of Power Apps. It will also explain the key reasons to use Power Apps in building applications.

Read more
2930
727

Form Event Programming Using JavaScript in Dynamics 365 - An Overview

In this blog you will see the Form Event Programming using JavaScript in Dynamics 365. This will also explore the different areas where you can use your JavaScript skills using JavaScript library in Dynamics 365.

Read more
3112
3456789
10
728

How To Backup a SharePoint Site Collection

In this blog you will learn how to take backup of a site collection in SharePoint, the important things to consider and take appropriate actions before doing backup, the best way to take backup of a site collection and a step by step demo process to do it.

Read more
111213141516
17181920212223
24252627282930
31123456

  • Featured Posts
  • Recent Posts
  • Recent Comments
Dynamics365Authority is a community platform for Professionals and Students to contribute or share their knowledge and skills on Microsoft Dynamics 365 Technologies. Our primary goal is to invite professionals on Dynamics 365 technology across the world to contribute & share their knowledge and skills through their blogs so that we can help other developers.
Stay updated with Dynamics 365 technology. Improve skills and knowledge from our blogs, articles and code snippets. Learn it. Follow professionals and learn from them.
Unified Service Desk Book(Online Edition) 

FOLLOW US

Stay connected with us on our social media channels for latest articles, blogs posts etc.  We will keep updating regularly on our social media platform and web platform.

FACEBOOK

Follow us on Facebook

 

TWITTER

View all our tweets

 

DYNAMICS365AUTH

Join us now

 

BLOGS

View our blogs

 

 

Latest Blog

Posted: Aug 11, 2020

SharePoint Cumulative Update Installation

In this blog, you will learn how to install SharePoint Cumulative Updates and also you will see the steps to run Run SharePoint Products and Configuration Wizard and follow some post-installation steps and then verify the farm status and resume the services which you paused before installing cumulative updates.

Read more
Posted: Aug 11, 2020

The Key Things You Should Know About Dynamics 365 WebAPI

In this blog you will see the details of use cases of Dynamics 365 WEB API from developers point of view. This blog also covers details around WEB API Query Options, authentication mechanism and some basic rules while using them with the help of examples. 

Read more
Posted: Aug 11, 2020

How To Create SharePoint Alerts

In this blog you will learn about the Alerts in SharePoint and related configurations to get alert notifications via email or SMS when any changes made to the content of the SharePoint site. This blog also provides details on how to setup alert programmatically.

Read more
RSS

ADDITIONAL RESOURCES

Dynamics 365 Authority.com - Search the library for "Dynamics 365"

  What's New in Dynamics 365

  Dynamics 365 Documentation

  

  Sign-up for 30 days trial

 

 

Recent comments

Ashish:

Nice blog. Very helpful to get all references to white papers at one place.

Previous Next

About Us

Here comes the Dynamics 365 Authority - Great technical blog posts are hidden gems. They are hard to find simply because not enough of us write them in the first place. Yet technical blogging is one of the best things we can do not only for ourselves, but also as members of the wider community of developers.

Dynamics 365 Authority leverages this platform to help developers and users to move from traditional paper-based process to modern digital business process. Dynamics365Authority.com helps your business grow, evolve and transform.

Dynamics365Authority.com is your Digital Transformation Partner

Recent Posts

SharePoint Cumulative Update Installation

In this blog, you will learn how to install SharePoint Cumulative Updates and also you will see the steps to run Run SharePoint Products and Configuration Wizard and follow some post-installation...
  • 20
  • Article rating: 5.0

The Key Things You Should Know About Dynamics 365 WebAPI

In this blog you will see the details of use cases of Dynamics 365 WEB API from developers point of view. This blog also covers details around WEB API Query Options, authentication mechanism and...
  • 26
  • Article rating: 5.0
RSS

Get in touch

Follow Us

 

Tag cloud: Dynamics365Authority.com with Urish Arora; Dynamics365Authority.com; Sales; Leading community site on MS Dynamics 365; Dynamics 365 Authority; Service;Top CRM Blogs; Urish Arora - Australia's leading expert on Digital Transformation;  Digital Transformation; Field Service;Top Articles on MS Dynamics CRM Relationship Insights; Office 365 Security Compliance; Project Service; Microsoft Dynamics 365 for Sales; Relevance Search; Goal Metrics; Activities and Case; Sales Literature;Knowledge Management;

Terms Of UsePrivacy StatementCopyright 2020 by Dynamics365Authority
Back To Top