Microsoft has deeply invested in Artificial Intelligence (AI) throughout the Dynamics suite and, in my opinion, some of the most exciting AI capabilities lie within D365 for Sales. The potential that these solutions bring to inform your team about key metrics, alerts, and other important insights will help set your business apart. Here are some of the cool features of D365 AI for Sales:
Sometimes you need a quick answer and you don’t have time to search through different filters or reports to get it; queue Natural Language. This feature provides users with the ability to ask questions about data (using every day, normal language) and the system will provide an answer through a chart or graph.
Question: What are my sales by salesperson?
Relationship Assistant is a feature that constantly scans communications to create “action cards” that are displayed in different dashboards and records throughout your system. Action cards provide your users with reminders of upcoming activities, makes recommendations on when to reach out to a contact, identifies emails that need a response, and alerts users to key milestones tied to opportunities (to mention a few)!
Email engagement helps users to understand how their contacts are interacting with their emails. A few highlights of this feature include:
As fun as reading rows and columns of excel data can be, I think we can all agree that charts, graphs, and visualizations of data make a compelling story to help users better understand what is going on in their organization. Power BI visualizations and D365 AI for Sales delivers just that, with business and team reporting everyone can see what they need and dive deeper to analyze:
Call intelligence analyzes sales calls to provide you with a greater level of insight to your customers feelings, needs and determine how your sales team is executing leads, opportunities, and maintaining relationships. The key performance indicators that this feature can afford are:
These features help to prioritize leads and opportunities using a machine learning scoring model. Predictive scoring helps determine the likelihood of a lead transitioning into an opportunity or an opportunity into an order. This allows users to focus their efforts on the leads and opportunities they are most likely to win. (Note: The example below showcases leads but the same can be applied to opportunities)
Once the model is applied you will be able to identify and filter by:
Lead Grade: This is the same as the lead score, just represented through letter grade
What you need:
How to enable:
D365 AI for Sales will elevate your sales team by setting a clear priority, gaining and evaluating important metrics, and aiding your sales team with alerts and automation. Don’t put off this feature, enable D365 AI for Sales today.
Want to take a test drive of D365 AI for Sales? Try this Demo App. Or, join us for our next webinar Growing Revenue and Relationships, where we will highlight many of these features! https://register.gotowebinar.com/register/7787842359079997699
For questions, concerns, or assistance with D365 Sales AI, contact Arctic IT at firstname.lastname@example.org.