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Dynamics 365 Sales Insights

Microsoft Dynamics 365

3.9 (11)

Sell smarter and grow sales with AI-driven insights

Dynamics 365 Sales Insights empowers sellers to deliver personalized engagement and build profitable relationships. Sellers know the next best action, guided by embedded insights in Dynamics 365 Sales. The capabilities include:

Predictive lead scoring
Increase conversions by finding and prioritizing prospects with the highest likelihood to convert.

Predictive opportunity scoring
Increase win rates by finding and prioritizing opportunities with the highest likelihood to buy.

Relationship analytics
Focus on the right customers by using intelligence and signals from Office 365 and Dynamics 365 that reveal relationship health and risks.

Who knows whom
Show sellers the colleagues who are already interacting with a prospect and can provide an effective introduction based on Office 365 activities.

Talking points
Start conversations and build rapport with personalized conversation starters based on previous communications.

Notes analysis
Increase seller productivity with contextual prompts that suggest new records to create, such as contacts and activities, based on intelligence gleaned from notes entered by sellers.

Currently available in the United States and EMEA. AI models for natural language processing, such as those used in Talking points and Notes analysis, are for English only.

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