Overview of Dynamics 365 Sales Insights

Applies to Dynamics 365 for Customer Engagement version 9.1.0.

Welcome to Dynamics 365 Sales Insights.

Dynamics 365 Sales Insights enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. These features are categorized as follows:

  • Dynamics 365 Sales Insights capabilities for sellers
  • Dynamics 365 Sales Insights capabilities for sales managers

Dynamics 365 Sales Insights capabilities for sellers

The features in Dynamics 365 Sales Insights capabilities for sellers are specifically designed to help sales reps and individuals make intelligent decisions on their leads and opportunities to close the sales targets.

Note

You must purchase a Dynamics 365 Sales Insights license to use Sales Insights features.

Sales Insights offers the following features:

  • Relationship analytics
  • Predictive lead scoring
  • Predictive opportunity scoring
  • Notes analysis
  • Talking points
  • Who knows whom

More information: Dynamics 365 Sales Insights capabilities for sellers

Dynamics 365 Sales Insights capabilities for sales managers

The features in the Dynamics 365 Sales Insights capabilities for sales managers are specifically designed to help sales managers intelligently manage their teams, proactively coach sellers, and quickly answer their most important business questions.

Note

You must purchase a Dynamics 365 Sales Insights license to use Dynamics 365 Sales Insights features.

The following features are available under Dynamics 365 Sales Insights app:

  • Business report
  • Team report
  • Call intelligence

More information: Dynamics 365 Sales Insights capabilities for sales managers

See also

Administrator guide for Sales Insights