You can use the underlying agent experience data that powers the Copilot dashboard to get interaction data such as transcripts, agent actions, and agent feedback about Copilot responses.
We’ve updated the Microsoft Dynamics 365 Banking Accelerator Test Drive experience with Power Apps portals, Microsoft Power Virtual Agents, and Microsoft Power BI for the banking industry. You can test drive the Banking Accelerator capabilities by launching a preconfigured environment, and then trying out the app without needing to set up or use a Microsoft
Enhancements to Relationship analytics capabilities in Microsoft Dynamics 365 Sales Insights are now available as part of the 2020 release wave 1. The AI-powered enhancements enable salespeople to build strong relationships with customers, take actions based on insights, and ultimately close deals faster.  Relationship analytics (RA) leverages the integration between Microsoft Dynamics 365 and Office 365 to provide users with
With the April 2020 release of Microsoft Dynamics 365 Sales, administrators will find a simplified configuration experience that makes it easier to discover and manage system settings to meet their organization’s unique needs. This simplified experience is available only for Unified Interface customers. The new App Settings area in the out-of-box Sales Hub application improves
Microsoft Dynamics 365 business applications are uniquely able to help organizations digitally transform by unifying data and intelligence from employees, customers, operations, and devices into one source, creating many opportunities to use digital feedback loops to adapt and improve. To that end, we’re announcing dual-write, a new capability that enables data to become available natively
If you work in an IT department, chances are you’ve seen or heard of Microsoft Dynamics 365. It’s a set of modular and connected software as a service (SaaS) applications and services that are designed to integrate with your existing data, business logic, and processes to help transform and unify your customer relationship management (CRM)
In June last year, Dynamics 365 Sales introduced the ability to generate PDF quote documents based on standardized templates. The feature has seen significant uptake with several hundreds of documents being created and emailed each day, and we received a lot of feedback to extend the capability to other entities. We heard your feedback and
Efficient sales processes are key for any successful business. Predictive forecasting, now available in Microsoft Dynamics 365 Sales Insights, enables proactive decision making for any aspect of the sales process. While it’s impossible for humans to know and predict the future, advanced machine learning technologies for sales can help you forecast sales more accurately. Dynamics
Today we’re announcing new Dynamics 365 Sales forecasting capabilities are now available for general use. Over the last year, we’ve worked closely with many of you and many customers to better understand your sales scenarios and unique business requirements. Thank you for your partnership in helping us improve and enhance this service. A sales forecast
Dynamics 365 Sales Professional was launched in Spring 2018 as a sales force automation solution to help small and medium-sized organizations automate their sales processes, analyze their business data, and grow their business without lengthy and costly implementations. With the February 2020 update, we’ve made it easy for customers to try Sales Professional. The trial
Premium auto capture is a new AI-powered capability now available in Dynamics 365 Sales Insights that automates the association of activities like emails and meetings to COLA entities i.e. contacts, opportunities, leads, and accounts. Inference of associations is done with an advanced set of deterministic and natural language processing (NLP) based association algorithms, boosting your
Want to reduce the chance of customers’ spam filters blocking your email messages? Try authenticating your domain. Domain authentication is so essential, we’re requiring all Dynamics 365 Marketing implementations to authenticate their domains by April 2020. This post gives you some background on the reasons for this requirement and provides instructions for authenticating your domain by the April 2020 deadline. The dangers of spam email messages Every day, people are bombarded with spam email
Good prioritization of opportunities boosts salespeople’s efficiency. Lost cases are abandoned early, promising opportunities are not overlooked, and even within the promising ones, sellers would like to make informed decisions on where to invest more. Predicting which opportunity is likely to be won, also known as Opportunity scoring, is a key factor that supports prioritization