Summary and resources

  • 3 minutes

In this module, you learned about the other features and apps that can enhance the core sales automation capabilities of Dynamics 365 Sales. Sales Forecasting allows organizations to create and manage sales forecasts, while Sales Insights use AI to streamline selling approaches and build stronger customer relationships. LinkedIn Sales Insights provides powerful search capabilities and insights from LinkedIn connections. The Dynamics 365 Sales mobile app enables sellers to access data on the go, and Microsoft 365 Copilot for Sales automates data entry tasks. These apps and features complement the core functionality of Dynamics 365 Sales.

The main takeaways from this module are that by using the incremental features and apps in Dynamics 365 Sales, sales professionals can become trusted advisors to their customers. They can use tools like warm introductions, AI-backed relationship monitoring, and organization assistants to build long-lasting relationships. Sales pipeline and forecasting are crucial concepts in Dynamics 365 Sales, as accurate forecasting helps businesses identify potential revenue, allocate resources efficiently, and plan for growth. Sales Insights provides a suite of features that analyze customer interaction data to help build stronger relationships, make informed decisions, and close opportunities faster. LinkedIn Sales Insights integrated with Dynamics 365 Sales allows sellers to drive personalized engagement with buyers and gain more insight into prospects. The Dynamics 365 Sales mobile app is designed to improve customer relationships and productivity by providing sellers with the right data anytime, anywhere. Copilot for Sales automates data entry tasks and provides actionable insights to help sellers be more effective in their engagements. Throughout this module, we:

  • Examined forecasting capabilities.
  • Reviewed the Dynamics 365 integration with LinkedIn Sales Insights.
  • Explored Dynamics 365 Sales Insights and how it helps build relationships.
  • Examined how sellers use the Dynamics 365 Sales mobile application while working in the field.
  • Described how Microsoft 365 Copilot for Sales Sales can help sellers be more productive.

Now that you understand the foundational capabilities of Dynamics 365 Sales, consider exploring the other Dynamics 365 solutions. Those include Dynamics 365 Customer Insights, Dynamics 365 Customer Service, Dynamics 365 Field Service, and Dynamics 365 Project Operations.

References

Dynamics 365 Sales

Microsoft 365 Copilot for Sales

For further study