Gain full context on every customer in one place
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| End users by admins, makers, or analysts |  Apr 6, 2020 |
- |
Business value
Every communication with a customer is an opportunity to win them over. As inside sellers run through a long list of potential customers, they often struggle to gain a holistic view, including history of communications, customer needs, and specific circumstances. This view is necessary for crafting the right pitch most relevant to the customer and likely to achieve a positive outcome.
To help inside sellers make the most out of every customer conversation, Sales Acceleration brings together relevant context across multiple entities, including past activities, product, account, relationship scores and more—all made available in a dedicated form. This at-a-glance summary helps sellers make the most out of every communication, without switching context—saving time, converting leads, and closing deals, faster.
Feature details
Get all the information you need in a single place: Benefit from a multitab experience that collects and surfaces customer information from related entities to help craft winning messages for every communication.
Receive historical context for every customer: View present and past activities via the timeline, note, and additional data through integrated data across the system, all available with internal tabs on the entity form.
