Route leads with dynamic assignment rules
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules.
Seller
Stay ahead in the sales game with insights and updates from Microsoft Dynamics 365. Discover how to leverage AI-driven tools to enhance your sales strategies, streamline processes, and close deals faster.
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Automated lead and opportunity routing: Right salesperson, right time, more sales
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules. -
Improve seller productivity with the deal manager experience
The enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and work the way they want to work. -
Enable productivity with native mobile experiences optimized for sellers
The new Dynamics 365 Sales mobile app integrates native mobile device capabilities with the best of Microsoft and Dynamics 365 Sales concepts: collaboration, productivity, engagement, and intelligent workflows to create a streamlined native mobile app experience. -
Save time by cloning sales forecasts in Dynamics 365 Sales
Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals. -
Enable digital selling with the sales accelerator in Dynamics 365 Sales
Sales accelerator, a digital selling capability of Dynamics 365 Sales, helps sellers to engage with customers on their preferred channels using integrated email and phone calling. -
Forget about forgetting with the latest update to action items in conversation intelligence
With this update to action items, you can focus on what really matters—being more engaged in the conversation and gaining the customer’s trust. -
Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings
Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. -
Unlock next at Microsoft Business Applications Summit 2019
Get ready to flex your business application skills and pick up some new ones at the Microsoft Business Applications Summit. -
Announcing the Dynamics 365 April ‘19 release timeline
In July 2018, we announced a set of changes to the way we deliver Dynamics 365 updates to help you stay current in a consistent, predictable, and seamless manner. -
Microsoft Business Applications Summit is back – join us June 10-11, 2019 in Atlanta!
Connect with experts, collaborate with your community and maximize learning opportunities at Microsoft Business Applications Summit, returning June 10-11, 2019 in Atlanta, GA.
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