DYNAMICS 365 CRM SALES RELEASE WAVE 1

One thing is constant for sellers—time is in short supply. In a day, sellers are managing leads, tracking performance metrics, and collaborating with team members scattered far and wide, while at the same, delivering a blend of digital and personalized experiences to customers throughout their journey. Consequently, sellers need their data to work for them and ensure they can focus on their highest priorities.

Microsoft has focused on streamlining the seller experience by elevating collaboration tools even more and expanding intelligence capabilities so that every seller can make faster use of their data, reclaim their time, and be more productive with customers.

Guide sellers with predictive analytics and automation. Over the coming months, features for Sales Accelerator will become available thereby enabling sellers (using sales enterprise or premium) to have a single workspace to help them close more deals. New capabilities include enhanced worklist features to prioritize your work, new AI-based models to improve data quality, streamlined sequences creation, and activity management, including sequence templates based on industry best practices. These features will help guide sellers on how to prioritize and connect with the right customer, assist them on executing consistently though out the customer journey, and give them the ability to choose the right engagement plan for their prospects and customers.

• Capture every interaction with Conversation Intelligence. Get the right insight, at the right time and at the right place with Conversation Intelligence. These capabilities are in preview now and will be released to general availability in September 2022.
• Predictive pipeline scoring. Available now in general availability, sellers can now assign scoring attributes per sales stage and see the number of days since the deal has moved, and quickly understand how the stagnation impacts the score of the deal. This helps sellers determine the right next step to take to move the deal forward.

Enhanced forecasting. Provide sales teams with predictability to their revenue forecasts, and a workspace that provides comprehensive views and insights into their sales pipeline.

Make collaboration even easier. Let’s face it—these days to sell well you need a hyperconnected team. From customer relationship management (CRM) to email to messaging apps, sales teams rely on a lot of tools to get their jobs done. That’s why we focused on enhancing the connection between Dynamics 365 Sales and Microsoft Teams to ensure teams can collaborate more easily and be more productive.

• Tighter Teams experience. Sales teams will now be able to easily associate Teams meetings with Dynamics 365 Sales records allowing for even more productive meetings. Sales teams can capture notes and tasks, as well as quickly access and update records, right within the Teams interface. This feature will become generally available beginning in September.
• Embedded Teams chat in Dynamics 365.Now sellers can stay within their CRM workflow while collaborating with their stakeholders with the Teams-embedded chat experience to ensure context remains front and center.

Thrive with more productive tools. Finally, sellers are now enabled to better keep their finger on the pulse of customer relationships and introduce automation into their sales processes that didn’t exist before.

• Rich messaging with Dynamics data. Not all sales conversations initiate from Dynamics. Users need a way to bring business context into conversations when and where they are initiated. We now enable sellers to share and interact with Dynamics 365 Sales records directly in the Teams message.

• Discover hidden accounts and contacts. With predictive relationship intelligence, sales teams can query their entire network based on interactions gleaned from Dynamics 365 Sales and Exchange to uncover hidden relationships, obtain introductions, and accelerate opportunities.

Simplify day-to-day sales activities. With the built-in Sales Hub app, sellers can get their ideal selling experience. Sales Hub is designed to simplify your day-to-day sales activities providing sellers vital information in one place, unblocking them to focus on key activities and tasks that require attention.

If any of this content is interesting for you or you are currently looking more in depth at Microsoft Dynamics 365 please feel free to register for our upcoming free Dynamics 365 Webinars.