Route leads with dynamic assignment rules
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules....Read more
Blog posts for Sales
Posts
Automated lead routing (preview): Right salesperson, right time, more sales
The lead routing capability available for preview in Dynamics 365 Sales automates the distribution of incoming leads to sellers and teams, ensuring that leads are consistently assigned based on repeatable rules....Read more
Tracking forecasts to your company’s fiscal calendar just got easier
Support for custom fiscal periods improves the accuracy of forecast comparisons so that sales teams have better visibility into their revenue targets and sales progress....Read more
Improve seller productivity with the deal manager experience
The enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and work the way they want to work....Read more
Enable productivity with native mobile experiences optimized for sellers
The new Dynamics 365 Sales mobile app integrates native mobile device capabilities with the best of Microsoft and Dynamics 365 Sales concepts: collaboration, productivity, engagement, and intelligent workflows to create a streamlined native mobile app experience....Read more
Save time by cloning sales forecasts in Dynamics 365 Sales
Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals. In Dynamics 365 Sales 2021 release wave 1, sellers can now clone an existing forecast when they need to make edits, and gain immediate clarity on revenue scenarios. The existing forecast remains intact while you configure different scenarios quickly...Read more
Dynamics 365 (Preview) app for Windows comes with offline access
The Microsoft Dynamics 365 (Preview) app for Windows is optimized to help your team stay productive whether they’re connected or working offline. The app provides your salespeople, agents, and supervisors with tools they need to track their tasks, arrive prepared for appointments, take notes, and access customer records. It is seamless to deploy because employees...Read more
Enable digital selling with the sales accelerator in Dynamics 365 Sales
Sales accelerator, a digital selling capability of Dynamics 365 Sales, helps sellers to engage with customers on their preferred channels using integrated email and phone calling....Read more
Forget about forgetting with the latest update to action items in conversation intelligence
With this update to action items, you can focus on what really matters—being more engaged in the conversation and gaining the customer’s trust....Read more
Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings
Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. Whether they’re in the office, in their car, or just moving around their houses, sellers need to stay on top of their deals...Read more
3 ways to minimize fraud this holiday season
Even in challenging times, the holiday season’s irresistible deals attract both customers and fraudsters. A differentiated fraud prevention strategy is essential to keep a merchant’s fraud losses minimized while letting legitimate customers continue to have a smooth shopping experience. Here are three tips for the holiday season to help keep fraud low and maximize gains...Read more
Tips for setting up sales forecasting in Dynamics 365 Sales
Learn some best practices for using forecasting capabilities in Dynamics 365 Sales to help simplify creating accurate forecasts, even during rapidly changing conditions....Read more