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 …
Course: Dynamics 365: Customer Engagement for Sales
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 …
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 …
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 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 …
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 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 …
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. …
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 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 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 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 …
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. …