{"id":15602,"date":"2018-05-02T22:58:00","date_gmt":"2018-05-03T02:58:00","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=15602"},"modified":"2022-04-13T15:53:03","modified_gmt":"2022-04-13T19:53:03","slug":"12-cool-features-using-dynamics-365-sales","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/12-cool-features-using-dynamics-365-sales\/","title":{"rendered":"12 cool features you should be using in Dynamics 365 for Sales"},"content":{"rendered":"

Microsoft is putting a lot of effort into their Dynamics 365<\/a> apps to gain a greater market share and cover more business areas. The sales app is one of the oldest, most vital components of Dynamics 365 (previously a module in Dynamics CRM). Because it was \u201cold,\u201d it’s been updated many times with new features and functionalities that make life much easier for the sales team.<\/p>\n

Here are 12 features you should be using in Dynamics 365 for Sales:<\/h2>\n

Relationship Assistant<\/h3>\n

We\u2019re living in a world of artificial intelligence<\/strong> and machine learning<\/strong>; all the big players are investing billions in research and development to make products smarter and provide seamless experiences. When you go to a customer\u2019s profile in the sales app, you get access to actionable insights about the contacts, accounts and opportunities based on your previous interactions with the client.<\/p>\n

Customer Insights<\/h3>\n

Talking about machine learning, Customer Insights<\/a> is an Azure-based SaaS service directly integrated into Dynamics 365 that takes a load of data and transforms it into actions and insights shown to the right person at the right time. These insights include Customer 360 view <\/strong>(see all of the customer\u2019s data and interactions in one place), Predictive Match <\/strong>(uses AI to match activities and profiles with customers), Predictive Scoring <\/strong>(helps salespeople predict business outcomes based on historical data) and Segmentation <\/strong>(allows sales representatives to identify the right audience).<\/p>\n

Dynamics 365 Mobile<\/h3>\n

20 years ago, today\u2019s world would be a far-fetched science fiction movie. Everyone has a smartphone now, and we\u2019re all connected all the time. While they haven’t managed to replace laptops, smartphones have come a long way since they first entered the market. No longer just a device to make calls, it\u2019s a device for entertainment, research, and of course business. Dynamics 365 has mobile apps<\/a> across all major platforms to help users access their organization\u2019s data on the go.<\/p>\n

Word and Excel templates<\/h3>\n

Microsoft has a vast portfolio of products and is not afraid to use them. Many Microsoft products integrate seamlessly together to form a great ecosystem. It\u2019s no different with Word and Excel templates. You can prepare professional looking Word templates with placeholders for CRM data and generate documents with one click from any CRM record.<\/p>\n

Business Process Flows<\/h3>\n

Process Flows in Dynamics 365 help drive the sales process from lead capturing to invoice generation. With the newest updates, you can now call Workflows on different process flow steps and add timers to streamline sales progression.<\/p>\n

Dashboards<\/h3>\n

Create custom dashboards or customize system dashboards to show desired information as soon as you log in to the Sales App. Dynamics 365 dashboards can include charts, list views, IFRAMES, web resources, and Relationship Assistant.<\/p>\n

LinkedIn integration<\/h3>\n

When Microsoft acquired LinkedIn, it was clear an integration would arrive for business solutions. We were not disappointed. With LinkedIn Sales Navigator<\/strong>, you can:<\/p>\n