Dynamics 365 for Sales

Dynamics 365 Sales Insights:

Predictive scoring

  • Scoring model to generate scores and to identify and prioritize leads that have more chances of converting into opportunities
  • Provides a list of leads with different parameters including lead score, lead grade, and lead score trend
  • Get the list of opportunities with different parameters, including opportunity score, opportunity grade, and opportunity score trend
  • Predictive opportunity scoring model to focus sales efforts on opportunities that are more likely to convert into deals

Dynamics 365 Sales Insights:

Relationship analytics

  • Assemble relevant information from a database to create a graphical display of KPIs, health scores, health trends, and activity histories for contact, opportunity, lead, and account records
  • The relationship pipeline view in form of a bubble chart displays health, close date, and estimated revenue for your upcoming opportunities

Dynamics 365 Sales Insights:

Who Knows Whom

  • The Who Knows Whom feature calculates relationships from the communication and collaboration patterns of users in your Microsoft Exchange environment
  • Provides you with details such as colleague names and email addresses who know the lead and can introduce leads or contacts
  • This feature is available in contact and lead forms. When you open a lead or contact and select the Sales Insights view, the Who Knows Whom tile is displayed
  • Increase sales performance to improve lead-to-opportunity conversion rates and help close more deals

Assistant Studio and Teams:

Action recommendations

  • Use Assistant Studio to enforce best practices and guide sellers along a path to close deals faster and increase revenue
  • Get embedded insights that reveal the next best action to move sales relationships forward based on customer interaction data from LinkedIn, Dynamics 365, and Office 365
  • Analyze conversations across multiple channels with Conversation Intelligence to give sellers insights about how to improve over time
  • Even access your Sales Hub data and get action recommendations while you’re on the go using Dynamics 365 Teams app on your mobile device

Dynamics 365 and Teams:

Cross-functional collaboration

  • Work together with customers and any colleague across functions, including customers that do not have a Dynamics 365 user account
  • Co-author documents using Office 365 and automatically sync to Dynamics 365
  • Tight integration with Office 365 apps allows to open sales data in Microsoft Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications

Dynamics 365 Forms Pro:

Improve your sales process

  • Understand customer needs better and provide sellers with valuable feedback by creating and sending surveys to your customers
  • Distribute surveys by using email, Microsoft Flow, embedding it in web page, or generating a QR code
  • Leverage built-in analytics to evaluate responses or create custom analytics using Power BI