OKR template to increase usage of D365 Sales Hub in our organization

This operations OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

This OKR aims at increasing the usage of D365 Sales Hub within the organization by achieving a 20% increase in daily active users over the next quarter. This will be achieved through the implementation of a user referral incentive program, optimizing product features for user retention, and launching a captivating marketing campaign.

Further, the aim is to conduct 3 interactive workshops on the benefits and features of the D365 Sales Hub. This will involve identifying key benefits and features for workshop content, promoting and scheduling the workshops to target audiences, and planning the structure and activities of the workshops.

An additional objective under this OKR intends to decrease the number of support queries related to D365 Sales Hub by 30%. This will be accomplished by developing a user guide that allows users to address common issues independently and introducing a self-help portal with frequently asked questions.

Lastly, there are plans to implement comprehensive staff training on D365 Sales Hub usage aiming to increase the skill set and confidence of the internal team, thereby reducing query escalations and improving overall product usage.

ObjectiveIncrease usage of D365 Sales Hub in our organization
KRAchieve a 20% increase in daily active users within the next quarter
Implement a user referral incentive program
Optimize product features to improve user retention
Launch an engaging marketing campaign to attract new users
KRConduct 3 interactive workshops on the benefits and features of D365 Sales Hub
Identify key benefits and features of D365 Sales Hub for workshop content
Promote and schedule D365 Sales Hub workshops to target audiences
Plan structure and activities for three interactive workshops
KRDecrease D365 Sales Hub related support queries by 30%
Develop a user guide to resolve common issues independently
Introduce a self-help portal with FAQ
Implement comprehensive staff training on D365 Sales Hub usage

Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.