Identify more Dynamics 365 Sales capabilities and related apps

  • 3 minutes

With the core sales automation capabilities provided by Dynamics 365 Sales, organizations have a solid foundation to manage their sales lifecycle process. As a seller, you can easily create and manage sales leads while attempting to qualify them and advance them through your sales process. Once engaged in a sales opportunity, you can track and manage every aspect of the sales process. This includes everything from identifying competitors, stakeholders, and team members, to managing daily activities and processes.

Many times, an organization requires more than the core sales functionality to ensure they're not only pursuing the right customers, but they're building long term customers. To help with this, there are multiple Dynamics 365 features and other products that work with core functionality provided in Dynamics 365 Sales. They expand its capabilities and provide organizations with the tools they need to build stronger relationships with their customers.

Some of the most common capabilities are:

  • Sales Forecasting: Dynamics 365 Sales Forecasting empowers organizations to create and manage bottom-up sales forecast process.

  • Sales Insights: Sales Insights uses Artificial Intelligence to help sellers streamline their selling approach and shorten sales cycles by helping them prioritize which items to focus on. Sales Insights also helps to sellers build stronger relationships through authentic and personal engagement.

  • LinkedIn Sales Insights: Sales Insights unlocks the full sales potential of LinkedIn with a powerful set of search capabilities, greater visibility into extended networks, and more. Data from LinkedIn can be surfaced on any Dynamics 365 record to help better understand the connection behind the record.

  • Dynamics 365 Sales mobile application: The Dynamics 365 Sales mobile application helps sellers make full use of the time they spend on the road or away from their desk. It makes it easy for sellers to find the right data anywhere, anytime, and allow them to share it quickly.

  • Microsoft Sales Copilot: A seller experience app that automatically captures Office 365 and Microsoft Teams data into any CRM tool, eliminating manual data entry to help focus on selling.

Let’s examine how these applications and features can be used to complement the core functionality of Dynamics 365 Sales.