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
Blog posts for Sales
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
Using activity data to improve opportunity scoring predictions in Dynamics 365 Sales
We have 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. Read more
Close deals by leveraging relationship analytics in Dynamics 365 Sales
Relationship analytics capabilities in Dynamics 365 Sales help you compare data from won opportunities with open prospects and then suggests actions to take to deliver similarly successful outcomes. Read more
Automatically capture contacts from email in Dynamics 365 Sales
To help you spend more of your time selling, the premium auto capture capability in Dynamics 365 Sales uses advanced AI to mine details from email messages. Read more
Use conversation intelligence in Dynamics 365 Sales
Conversation intelligence in Dynamics 365 Sales allows you to transcribe and log important information from your sales calls, such as names, order details, and action items, boosting your overall productivity. 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
Simplified system configuration in Dynamics 365 Sales
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 Read more
Understanding Dynamics 365 for IT: Architecture, integration, and more
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) Read more
Save standardized PDF documents to Dynamics 365 or SharePoint
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 Read more