Microsoft Dynamics 365: Sales Insights
1h 12mIntermediate2022-03-04
Authors

Dian Taylor
Microsoft Business Applications MVP, Dynamics 365 Presales Engineer
Course details
If you work in sales, you know how hard it can be to win a deal. Microsoft Dynamics 365 Sales Insights helps sellers be more successful by bringing together relevant sales intelligence from Dynamics 365, Microsoft Teams, and Microsoft 365—so you can use them all in one place. This solution empowers sellers to build better customer relationships and ultimately win more deals by using the power of artificial intelligence.
Join instructor Dian Taylor and find out how to boost your performance and productivity by generating automated insights out of your sales process. Learn how to configure and use Sales Insights, Sales Accelerator, and Assistant Studio along the way. Explore relationship insights and predictive scoring to determine new leads, as well as how and where to prioritize your efforts. Dian shows you how to make your sales process more efficient so you can stay focused on closing deals.
Join instructor Dian Taylor and find out how to boost your performance and productivity by generating automated insights out of your sales process. Learn how to configure and use Sales Insights, Sales Accelerator, and Assistant Studio along the way. Explore relationship insights and predictive scoring to determine new leads, as well as how and where to prioritize your efforts. Dian shows you how to make your sales process more efficient so you can stay focused on closing deals.
Skills covered
DynamicsCRM SoftwareCustomer ServiceSalesBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
Introduction
- Get more productive with Sales Insights
- What you should know
Sales Accelerator
- What is the sales accelerator in Sales Insights
- Sales Accelerator setup
- Working with segments
- Managing sequences
- Working with team settings
- Working with assignment rules
Assistant Studio
- Become familiar with the Assistant Studio
- Insight cards
- Optimize ranking
Increasing Productivity
- Productivity settings
- Conversion intelligence
- Auto-capture
- Email engagement
- Notes analysis
Relationship Insights
- What are relationship insights
- Review analytics and health
- Talking points
- Who knows whom
Predictive Scoring
- Opportunity and lead scoring
- Premium forecasting
Conclusion
- Advancing your D365 knowledge