The sales accelerator in Dynamics 365 provides a tailored experience for sellers by minimizing the time spent searching for the best next customer to reach out to. It’s a workspace optimized with AI and suggested activities that guide sellers through customer interactions….Read more
When sellers follow a predefined set of activities from day to day, they will usually be more productive. These best practices, or sequences, guide sellers. Dynamics 365 Sales Premium recently announced a preview of the reporting capability for sequences….Read more
In sales, planning is everything. However, many sales reps lack a detailed plan on how to follow up with prospects. Creating a customized plan for various scenarios is the basis for a sales cadence….Read more
Dynamics 365 Sales helps teams succeed by enabling them to build segments for use in assignment rules to ensure leads and opportunities are routed to the right sellers….Read more
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules….Read more
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules….Read more
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
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
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
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
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
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