Microsoft Dynamics 365: Sales Insights

Microsoft Dynamics 365: Sales Insights

1h 12mIntermediate2022-03-04

Authors

Dian Taylor

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.

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
40,000 Toman