Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Creating and managing goals


Microsoft Dynamics CRM 2011 enables an organization to track goals for an individual or a team. These goals can be rolled up by a manager to see how a certain group of individuals is progressing.

Business scenarios

Race2Win Insurance Company's sales teams have been working their opportunities and progressing them through the various sales stages. Each sales person within the company has a sales quota to meet by the end of the year. Each fiscal quarter, the sales manager meets with each member of the sales team to review progress towards the quota. One of the key metrics the sales managers follow is the amount of actual revenue generated from won (closed) opportunities.

Race2Win was able to accomplish this by using a feature called goals. First, a goal metric was created to specify whether to measure a count or an amount of something. Next, a rollup field on the goal metric was created to apply the metric on a specific field. In this case, Race2Win wanted to track...