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CRM 2011 Recurring Weekly Goals RRS feed

  • Question

  • Hello, is there a supported way to create weekly goals for a user? We are very new to CRM (launching this week). We have 2011 on premise. I was thinking I could use a workflow somehow? We have around 400 users, each with two weekly goals, so it must be some what automated.
    Tuesday, June 21, 2011 2:14 PM

Answers

  • Crestion of goals in supported by workflows and you can create the weekly goals for the users. The required dates  for the goal create , end and the targets can be picked from some custome entity fields which would be working as the template for goal creation.

    Please ensure that the old goals are closed so that the async job rollup doesn't causes overhead for old goals.

    • Marked as answer by Kbalz Thursday, June 23, 2011 7:16 PM
    Thursday, June 23, 2011 4:56 AM

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