Implement goal management in Dynamics 365 Sales and Customer Service Microsoft Quiz Answers

Get Implement goal management in Dynamics 365 Sales and Customer Service Microsoft Quiz Answers

Apply goal management to track your individual, parent, and child goals. Analyze the results of your goal management to make better business decisions.

This learning path helps prepare you for Exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant.

Prerequisites:

  • Basic understanding of how to navigate the Dynamics 365 application
  • Working knowledge of the core records available

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Module 1: Define and track individual goals in Dynamics 365 Sales and Customer Service

Define and track your customer service related goals including identifying metrics.

Learning objectives:

In this module, you will:

  • Create and manage individual goals
  • Use Parent and Child Goals
  • Monitor goal progress

Prerequisites:

A basic understanding of how to navigate in the Dynamics 365 application. Familiarity with creating and managing cases, Entitlements, and Service Level Agreements is also helpful.

This module is part of these learning paths:

Quiz 1: Check your knowledge

Q1. You have created a Goal for a Sales person that will track the total revenue generated by their opportunities for the Year. Which column would likely be used for tracking the data that is considered In Progress?

  • Est. Revenue
  • Actual Revenue
  • Budget
  • Calculation Method

Q2. You are creating a goal that will be used to track the total value of Opportunities that are closed by individual sales staff members. Which metric type would you select in the Goal Metric column?

  • Count
  • Total
  • Value
  • Amount

Module 2: Use goal metrics in Dynamics 365 Sales and Customer Service

Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.

Learning objectives:

In this module, you will:

  • Determine with metrics are needed to build efficient customer service goals
  • Modify Fiscal Year settings to align goal progress
  • Define Goal Metrics for an Organization
  • Create custom Roll-up columns and Queries

Prerequisites:

A basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing cases, Entitlements, and Service Level Agreements is also helpful.

This module is part of these learning paths:

Quiz 1: Check your knowledge

Q1. Which statement best describes a Goal Metric?

  • The specific numeric item that we want to measure.
  • The specific target value for a specific time period.
  • The specific person that the goal applies to.
  • The specific criteria used to define a goal.

Q2. What is the term used to describe the time period required to create goals?

  • Goal Date
  • Date Range
  • Fiscal Period
  • Goal Period

Q3. You want to be able to create goals that will be used to track the total value of Opportunities that are closed by individual sales staff members. Which metric type would you use?

  • Count
  • Total
  • Value
  • Amount
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