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Demonstration – AI for Sales

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 …

Sales Analytics, Insights and AI summary

Our section on sales analytics covered many ways to view and interact with data to provide actionable insights into your team’s performance. In this section, we discussed both out of …

Overview of Power BI

When it comes to data analysis, Power BI can be just that, a powerful addition to the tools you already have available. Power BI is a self-service platform allowing users …

Introduction to AI for Sales

AI for Sales is a collection of tools that enable you to proactively engage with customers, and identify risks and opportunity across customer and leads. Using Dynamics 365 AI for …

Quotes and Orders Summary

Part of the sales process is closing the deal, moving from quote to invoice. In this section, we looked at those quotes, orders, and invoices and the part they play …

Introduction to Sales Analytics and Insights

Dynamics 365 has many out of the box analytics and insight tools. Charts Charts are the building blocks to making dashboards. They are graphical representations of data from different views …

Introduction to Create and Manage Quotes

Organisations that want to track details of their sales orders and processes may use opportunities, quotes, orders, invoices or any mix of the 40 capture detailed information about sales transactions. …

Introduction to Create and Manage Orders Online

When customers confirm requests for the products and services, a sales representative can then create an order. Organisations will save and process orders that eventually convert to invoices and revenue …

Order Processing Overview

To sell effectively, salespeople must know what interactions have occurred with a customer, what touchpoints have taken place, and what must happen next. Proactively reaching out to customers helps move …

Introduction to Managing Product Catalogue

In the last step, we looked at an order processing overview and in this step, we will explore managing a product catalogue. When you are managing your sales process in …

Leads and Opportunities Summary

In the previous five steps on lead to opportunity, we learnt about the tools available to assist us in our sales process. We learned that the lead to opportunity sales …

Introduction to Embedded Intelligence

Embedded Intelligence is a suite of features which continuously analyses the vast collections of customer interaction data already stored in your Dynamics 365 and Microsoft Exchange databases. It is there …

Introduction to Playbooks

A Playbook is a set of rules or suggestions that are considered to be suitable for a particular activity, or process. A Playbook is based on two elements, a Playbook …

Introduction to Managing Customers

In the previous activity, we explored configuring Sales in Dynamics 365. We learned how to configure settings, how to install updates and what customisation options we have at our disposal. …

Introduction to Working with Opportunities

In the previous activity, you discovered managing customers through lead management. You already learned that opportunities are used to manage potential sales and they typically have more potential than a …