Dynamics 365 Sales

Copilot provides a comprehensive summary of the opportunity from Dynamics 365 Sales records, featuring key information related to the account and valuable insights into products and competitors’ records, all in one place. 
To further filter top opportunities, your sellers can use natural language to query the CRM. 

Dynamics 365 Sales prioritizes a list of leads and opportunities for sellers to pursue. This list uses AI-based scoring, CRM data, and past activity to provide helpful suggestions.

Dynamics 365 Sales equips sellers with detailed insights to assess opportunities effectively. The Sales accelerator uses AI to generate predictive opportunity scores, enabling sellers to prioritize prospects with the highest likelihood of conversion.

Here, your seller gains a comprehensive view of the contact and account, including relationship insights, a timeline of past interactions, and key performance indicators (KPIs).
Equipped with this information, your sellers can confidently engage with customers and advance the sales process. 

The Sales accelerator uses AI to deliver comprehensive opportunity summaries with predictive scores, helping prioritize the prospects most likely to convert into wins. For deeper insights, sellers can ask Copilot questions using natural language.
Copilot helps sellers strengthen customer relationships by suggesting next steps, like sharing product documents or scheduling a meeting. 

Your sellers simply describe their intent, and Copilot generates a tailored email right within Dynamics 365 Sales, boosting productivity and reducing time spent moving between apps. Once Copilot generates a draft, sellers can further adjust the tone and length of the email or compose a new one, saving time and effort while crafting the perfect message to move a deal forward.
Sellers can use Copilot capabilities in other collaborative apps like Microsoft Teams and Microsoft Outlook, supporting them wherever they work. 

After Teams meetings, a rich call report is generated, including a transcript with action items and competitor mentions.
Sellers can analyze customer sentiment and key performance indicators (KPIs) like average talking speed, average pause duration, and conversation switches to help improve future calls.

Here, sellers discover suggested notes and action items based on the conversation. Sellers can create a task list and save it to the CRM, helping them stay organized.

The Mentions tab highlights key talking points—such as keywords, stakeholders, products, questions, and competitors discussed during the call. Selecting any of these items highlights the relevant section of the transcript and indicates the exact point in the playback when it was mentioned. For instance, clicking on “proseware” will take you directly to that part of the transcript.

Dynamics 365 Sales can be customized and extended to optimize your business processes. For example, a custom discount approval feature built with Microsoft Power Automate enables sellers to easily send discount approval requests, notifying their manager in Teams. Automation like this helps sellers secure approvals and meet customer demands more quickly.

Once approvals are secured, your seller can discuss customer proposals with their colleagues. Copilot connects Dynamics 365 Sales with Teams, enabling sellers to create dedicated collaboration spaces within a Teams channel using a deal room template that automatically syncs data from Dynamics 365 Sales.

The forecasting feature in Dynamics 365 Sales provides your sales managers with the ability to forecast revenue, track sales team performance against targets, and identify pipeline risks. They can use forecasting and visualizations like a prediction waterfall chart—which uses signals from current and historical sales pipelines—to get a realistic picture of how their teams perform. 

This view enables sales managers to drill down by account and monitor the sales pipeline of individual sellers and across their team.
Your sales managers can monitor revenue updates and lead progression, maintaining visibility as sellers track updates like “interested” or “committed.”

Your managers can view opportunities as cards in the Kanban view, with each lane representing a default status or stage in the business process flow. The opportunity cards within these lanes clearly indicate where each opportunity stands in the process, helping managers get up to date more quickly, and keeping opportunities organized.

With embedded Power BI reports and dashboards, your sales managers can review sales pipeline reports to identify top-selling products by sales stage, territory, and forecast ratio. 
The report also includes forecasted KPIs, enabling sales managers to analyze their team’s pipeline performance. 

Sequence activities show up for your sellers in Sales accelerator, under the “up next” component.
This maps the customer's journey in Dynamics 365 Sales, allowing sellers to see where the customer is in the sales sequence and providing needed context. 

Your managers can view the progress of each deal in sequence, enabling them to monitor progress and assist their teams in closing deals more effectively.

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