Microsoft Dynamics 365 Sales Insights

• Basic understanding of CRM (Customer Relationship Management) concepts
• Familiarity with sales processes and workflows

Audience

• Sales professionals and managers
• CRM administrators and consultants
• Business analysts and decision-makers

The Microsoft Dynamics 365 Sales Insights module leverages AI-driven insights to optimize sales performance and decision-making processes.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

By the end of this training, participants will be able to:

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to MS Dynamics 365 Sales Insights

• Overview of MS Dynamics 365 ecosystem
• Positioning Sales Insights within the Dynamics 365 suite
• Key features and use cases

Getting Started with Sales Insights

• Accessing and navigating the Sales Insights module
• Understanding dashboards and interface components
• Configuring initial settings

AI-Driven Sales Analytics

• Using AI to analyze customer relationships
• Lead scoring and opportunity prioritization
• Monitoring pipeline health and sales trends

Customizing Sales Insights for Your Business

• Setting up custom views and reports
• Configuring metrics and KPIs
• Adapting features to match sales workflows

Integration and Automation

• Integrating Sales Insights with other Dynamics 365 modules
• Connecting third-party tools and services
• Using Power Automate for sales task automation

Enhancing Sales Strategies

• Leveraging predictive insights for decision-making
• Identifying cross-selling and up-selling opportunities
• Improving team collaboration and performance tracking

Managing and Maintaining Sales Insights

• Ensuring data quality and security
• Regular updates and enhancements
• Troubleshooting common issues

Summary and Next Steps