Skip main navigation

Demonstration – AI for Sales

.
16.7
Dynamics 365 AI for Sales is one of the latest innovations from the Microsoft Dynamics 365 team. It enables members of a sales organisation to derive insights, make predictions, and take prescriptive next actions based on intelligent recommendations provided to them, derived from predictive analysis of an organisation’s historical sales data. At the time of this recording, the Dynamics 365 AI for Sales app targets two main Audiences– sellers and sales managers. As mentioned earlier in this lesson, seller capabilities include relationship analytics, predictive lead and opportunity scoring, intelligent analysis of notes taken regarding meetings or other activities, talking point recommendations, and displaying which friends or colleagues might know a prospect with which you might like to interact.
65.2
Sales managers have a series of intelligent dashboards that they can leverage to better manage and guide their sales team and drive meaningful insights that can provide a good picture of the health of their organisation. The three main dashboards the solution provides us are a business report, a team report, and a call intelligence report. We will now demonstrate these capabilities in a demo environment.
89.7
When entering the Dynamics 365 AI for Sales app for the first time, you’re presented with a demo environment that can be leveraged to see what capabilities are available from within the application. This is particularly relevant if your environment doesn’t have a high enough volume of data to derive meaningful insights. With AI, the power lies within the data. So it is often valuable to leverage the sample environment to see what is possible in the event that you were hoping to demo and/or train up on how to use this app.
121.4
The Home section, as seen here, provides a high level view of overall sales and sites. It contains four main sections– a forecast section, which gives an insights message of whether we are on track to meet quota for the given quarter; a leaderboard section, which displays a message on which reps are falling behind and achieving quota for this period; a pipeline section that displays how opportunities are trending for this period; and a highlight section, where you can keep track of key information and activity in real time.
155.5
The business report contains a series of tabs that provide detailed information on all phases of the sale cycle in order to help understand how your organisation is performing and how to plan future sales activities. The forecast tab gives you an overview of all sales against the intended quota for the full period.
Dynamics 365 AI for Sales is one of the latest innovations from the Microsoft Dynamics 365 team.

It enables members of a sales organisation to derive insights, make predictions, and take prescriptive next actions based on intelligent recommendations provided to them derived from predictive analysis of an organisation’s historical sales data.

The Dynamics 365 AI for Sales app targets two main audiences: sellers and sales managers.

As mentioned earlier in this section, seller capabilities include relationship analytics, predictive lead and opportunity scoring, intelligent analysis of notes taken regarding meetings or other activities, talking point recommendations and displaying which friends or colleagues might know a prospect with which you might like to interact.

Sales managers have a series of intelligent dashboards that they can leverage to better manage and guide their sales team and drive meaningful insights that can provide a good picture of the health of their organisation.

The three main dashboards that the solution provides us are a business report, a team report, and a call intelligence report.

Follow the demonstration video to see these capabilities in a demo environment.

This article is from the free online

Dynamics 365: Customer Engagement for Sales

Created by
FutureLearn - Learning For Life

Our purpose is to transform access to education.

We offer a diverse selection of courses from leading universities and cultural institutions from around the world. These are delivered one step at a time, and are accessible on mobile, tablet and desktop, so you can fit learning around your life.

We believe learning should be an enjoyable, social experience, so our courses offer the opportunity to discuss what you’re learning with others as you go, helping you make fresh discoveries and form new ideas.
You can unlock new opportunities with unlimited access to hundreds of online short courses for a year by subscribing to our Unlimited package. Build your knowledge with top universities and organisations.

Learn more about how FutureLearn is transforming access to education