Revolutionizing the future for sellers in Dynamics 365 Sales
Where and how we work has changed. The hybrid work environment is here to stay, and with it, comes a new set of demands on our sales organizations.
Dynamics 365 Sales
Discover the latest in Dynamics 365 Sales. Learn how AI and automation can help boost your sales and enhance customer interactions.
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Meet Context IQ—A new way to collaborate in a hyperconnected business
Across industries, businesses are experiencing a tectonic shift in how, when, and where people work. -
3 secrets to optimize your sales strategy
2021 has been an interesting year as we embrace the new hybrid world while bringing back the best practices from our old life and work style. -
Automatically route deals to the right sellers by using segments in assignment rules
Dynamics 365 Sales helps teams succeed by enabling them to build segments for use in assignment rules to ensure leads and opportunities are routed to the right sellers. -
Route leads with dynamic assignment rules
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules. -
Automated lead and opportunity routing: Right salesperson, right time, more sales
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules. -
Tracking forecasts to your company’s fiscal calendar just got easier
Support for custom fiscal periods improves the accuracy of forecast comparisons so that sales teams have better visibility into their revenue targets and sales progress. -
Improve seller productivity with the deal manager experience
The enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and work the way they want to work. -
Enable productivity with native mobile experiences optimized for sellers
The new Dynamics 365 Sales mobile app integrates native mobile device capabilities with the best of Microsoft and Dynamics 365 Sales concepts: collaboration, productivity, engagement, and intelligent workflows to create a streamlined native mobile app experience. -
Empower seller excellence with customer feedback solutions
In today’s digital landscape, sellers face new changes at a rapid pace, making it more important than ever to be equipped with the right information when connecting with customers. -
Save time by cloning sales forecasts in Dynamics 365 Sales
Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals. -
Bring predictability to your revenue pipeline with Dynamics 365 Sales
Most companies use sales pipeline data to gauge a very generalized picture of future sales.
