Enhance team performance with AI and insights

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). For detailed information about our products, visit the AI documentation.

The new capabilities for sales managers in Dynamics 365 AI for Sales take the hassle out of sales performance analysis by proactively and prescriptively providing useful insights from sales data. The experience helps sales managers evaluate and improve the performance of their sales teams on Dynamics 365 and other sales applications. With churn measurement and pipeline forecasting using relationship health scores, sales leaders can better optimize their sales strategies.

The following are the key capabilities being surfaced in the sales manager experience:

  • A home page that provides managers with answers to the most common questions regarding their team's performance, and also provides useful insights to quickly allow them to focus on the right deals and activities.
  • A natural language processing-based Q&A that allows managers to conversationally ask questions and receive reports from the sales data.
  • Lead prioritization leveraging predictive lead scoring.
  • Opportunity pipeline analysis using the relationship health score powered by exchange data.
  • Sales team performance analysis and individual scorecards.
  • Richer sales activity reports using relationship analytics, bringing valuable data from Exchange and Dynamics 365 graphs.

Resources

Dynamics 365 AI for Sales capabilities for sales managers