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Microsoft Dynamics 365 Blog


Enable digital selling with the sales accelerator in Dynamics 365 Sales 

In the past, many sales organizations looked at customer relationship management applications simply as process-driven data repositories or systems of record. Sales reps spent hours manually entering data and had less time to build profitable relationships and actually sell. However, this approach has become increasingly untenable for businesses now that the norm is for savvy,...Read more

Forget about forgetting with the latest update to action items in conversation intelligence 

As the world of sales is increasing its adoption of digital transformation, we are looking for ways to help boost your sales teams’ productivity and give them tools, like conversation intelligence, that help them focus on winning deals without distractions. After talking to sellers and managers from different sales teams, we found that the tasks...Read more

Using activity data to improve opportunity scoring predictions in Dynamics 365 Sales 

Listening to the challenges many of our customers are facing with increasingly working online, we’ve developed new capabilities in Dynamics 365 to discover email messages, meetings, and phone call activities related to an opportunity, and then to factor these signals into the score. Capturing activities to determine opportunity health A healthy opportunity will usually have...Read more

Close deals by leveraging relationship analytics in Dynamics 365 Sales 

Understanding what worked in the past to close deals can help you replicate those successful actions with other prospects in the pipeline. Relationship analytics capabilities in Dynamics 365 Sales, available for preview since April 2020, helps you compare data from won opportunities with open prospects and then suggests actions to take to deliver similarly successful...Read more

Auto capture customer related activities with Dynamics 365 Sales Insights 

The enhanced auto capture capability in Microsoft Dynamics 365 Sales Insights is now in preview. Be one of the first to preview the improved ability to capture more data in less time. Data is an important resource that sales organizations have. Bringing this data together uncovers actionable insights that are essential for organizations to make...Read more

Discover winning practices of top sellers with Dynamics 365 Sales 

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...Read more

Predictive sales forecasting in Dynamics 365 Sales 

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...Read more

Automate activity capture with AI in Dynamics 365 Sales Insights 

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...Read more

Prioritize opportunities in Dynamics 365 Sales with predictive opportunity scoring 

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...Read more

Predictive lead scoring in Dynamics 365 Sales Insights 

Almost all sales organizations share the challenge of managing a large number of leads, often coming from multiple sources. Most sales teams struggle to attend to so many leads, and would be better served by prioritizing the leads most likely to convert to opportunities, and ultimately, wins. Microsoft Dynamics 365’s predictive lead scoring capabilities address...Read more

Conversation intelligence is now available in Dynamics 365 Sales Insights 

Today we’re excited to announce the next evolution of Dynamics 365 Sales Insights, making our Sales Insights application generally available. Our vision for Dynamics 365 Sales Insights is to augment every customer interaction, sales activity, and business decision with intelligence. This empowers sellers and managers closest to the problem by leveraging AI as a core...Read more