Dynamics 365 Sales

Sellers begin their day on this AI-powered home page, an immersive experience where they can effortlessly get updates on accounts and opportunities, view summaries, and query their customer relationship management (CRM) system.

Click Show my pipeline to see how your sellers can prioritize their pipeline.

With Dynamics 365 Sales, your sellers can query their CRM system to visualize stages and track key opportunities and dates, helping keep track of customers and ensure they focus on the right accounts.

Click summarize to delve deeper into a top opportunity with an AI-powered summary.

To further filter top opportunities, your sellers can use natural language to query the CRM.

Click the blue dot to see how Copilot responds.

Click 5 Café A-100 Automatic to learn more about this promising opportunity.

Copilot helps sellers strengthen customer relationships by suggesting next steps, like sharing product documents or scheduling a meeting.

Click Email to take the next step.

Click Generate to see the draft.

Sellers can use Copilot capabilities in other collaborative apps like Microsoft Teams and Microsoft Outlook, supporting them wherever they work.

Click Update to tweak the draft before sending it.

Click Relationship Analytics to access a comprehensive view of the customer relationship.

With this information on hand, your sellers are better equipped to lead customer meetings confidently and take the next step in the engagement process.

Click Summary to see how.

With participants' consent, these calls can be recorded and transcribed in real time, so your sellers engage more effectively with customers without the need to jot down notes or action items.

Click end call to see how call reports can improve customer conversations.

Sellers can analyze customer sentiment and key performance indicators (KPIs) like average talking speed, average pause duration, and conversation switches, to help them improve future calls.

Click Notes to dive deeper.

Click Mentions to see how sellers can get more out of call transcripts.

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Click the dot to see more tools for sellers.

Click Yes to see the approval notification in Teams.

Click the dot to learn how Dynamics 365 Sales enables leaders to guide sales teams to win.

They also want to proactively provide coaching by identifying top performers and scaling best practices.

Click the prediction cell to see how sales managers use AI-driven forecasting for an in-depth look at team performance.

Click the dot to see how sales managers can easily monitor seller pipelines.

Click David Mallory to see how sales managers can learn more about a specific seller’s pipeline.

This view enables sales managers to drill down by account and monitor the sales pipeline of individual sellers and across their team.

Your sales managers can monitor revenue updates and lead progression, maintaining visibility as sellers track updates like “interested” or “committed.”

Click Show as Kanban to see more ways sales managers can keep track of opportunities.

Click Dashboards to learn how you can leverage Power BI for up-to-date analytics.

The report also includes forecasted KPIs, enabling sales managers to analyze their team’s pipeline performance.

Click Influencers to see how sales managers can get a holistic view.

Click Decomp tree to see how.

Go to Sequences to learn how managers can empower sellers with intelligent, consecutive sales activities.

Sequences are a set of consecutive sales activities that help establish best practices for sellers and consistent experiences for customers. Pre-built templates make it easy to create sequences and connect them to opportunities or leads.

Click Next to see how sellers can track sequences.

This maps your customer's journey in Dynamics 365 Sales, allowing sellers to see where the customer is in the sales sequence and providing the context they need.

Click Next to see how managers can track sequences.

Click the dot to learn more about Microsoft Dynamics 365 Sales and Microsoft Sales Copilot.