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Tip #195: Recurring goal creation strategies

The goal functionality in Microsoft Dynamics CRM is very powerful, but in my opinion, is not used as often as it should be. One of the reasons for this is because goals do not recreate themselves–you must recreate them for each time period. This can be very cumbersome, especially if the time periods are short. […]

Posted on August 8, 2014 by Joel Lindstrom (Twitter) in Goals, Workflow
Tagged data import, recurring, ssis | Leave a comment
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