What's new and planned for Dynamics 365 Sales Insights?

1. What's new and planned for Dynamics 365 Sales Insights

2. New Dynamics 365 Sales Insights Features • • • • • Advanced Forecasting and Pipeline Intelligence Conversation Intelligence Dynamics 365 Assistant Relationship Analytics and Auto capture Sales Acceleration

3. Dynamics 365 Sales Insights

4. Advanced Forecasting and Pipeline Intelligence ❑ Benefit from more accurate pipeline predictions Feature details ➢Gain a deeper understanding of scores: Benefit from extended score explanations to help better understand the reasoning behind every score. ➢Benefit from models informed by a wider set of signals: Calculate predictive lead and opportunity scores accounting for a wider set of signals, including custom related entities.

5. Conversation Intelligence ❑ Better understand customers with advanced conversation insights Feature details Emotion detection: ➢ This feature includes an AI model and conversation review experience enhancement. Deeper topic analysis: ➢ Explore communication patterns and important topics that lead to successful conversations. Updates to insights details page: ➢ Create faster drill-downs into conversations that led to the insights.

6. Learn from your sales calls with conversation intelligence

7. Dynamics 365 Assistant ❑ Benefit from enhanced insights Feature Details Improved user interface: ➢Have a new and modern layout for insight cards based on the adaptive cards’ infrastructure. Drill down to receive more context: ➢Benefit from the flexibility to drill down into cards to receive more information so sellers can always have all the information they need to choose the best course of action.

8. Relationship Analytics and Auto capture ❑ Auto capture v2 Feature Details Benefit from the automated mapping of activities to entities: ➢AI-driven mapping of activities to entities. We incorporated Natural Language Processing (NLP) models to improve the association between activities to the appropriate records and increase the quality of the data in Dynamics 365. Take advantage of UI improvements so nothing falls between the cracks: ➢Auto capture aggregates activity suggestions at the top of the timeline wall to increase discoverability of captured activities, so sellers can track, edit, or dismiss captured activities in a more streamlined manner. ➢Once the captured activity is tracked, it will be added to the timeline wall seamlessly.

9. Sales Acceleration ❑ Connect with customers across multiple channels Feature details Connect with customers easily: ➢Benefit from multichannel communications, connecting with customers via email or phone with an integrated dialer, without switching context. Compose emails effortlessly: ➢Take advantage of email templates, aligned with sales cadences, to communicate simply and consistently with customers. Source : https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/

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