Record Type is where the value is coming from, Opportunity Then, Source Record Type Status -> “that” particular product Source Field -> Actual Revenue – Again, you are tracking revenue for a particular product Rollup Field -> Actual (Money) – Because you are tracking revenue Next, Rollup fields are designed to help Microsoft Dynamics users obtain insights into data by monitoring key business metrics. If he/she is achieving that there are several types of bonuses. week, month, quarter, etc.)Ī salesperson may have a target of bringing in $10,000 revenue BUT you can always motivate them by setting up a Stretch Target for $14,000 IMPORTANT! With Microsoft Dynamics, the entire Goal must be set for a time frame (i.e. Now, you as a Manager want to track how many tickets sales rep has sold (=how much revenue sales rep has brought in for the second quarter). Microsoft Dynamics 365 CRM allows you to focus purely on that specific goal you want to push forward. Let’s say you roll out a new project where you need to sell tickets for a music festival.
#What is microsoft dynamics how to
#What is microsoft dynamics software
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