Provide intelligent suggestions to improve seller effectiveness

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jul 3, 2023 - -

Business value

Enable sellers with relevant insights and workflows that help them spend more time intelligently and effectively engaging with accounts and less time hunting for information. With the help of the suggestions, the sellers can focus on the right tasks for the accounts and thus boost their productivity.

Feature details

An easy-to-use, AI-powered suggestions solution to deliver the following information:

  • A curated list of account-based suggestions for targeting the prioritized list of accounts.
  • Sellers can follow the precise workflows to leverage the suggestions for improving sales effectiveness.
  • Sellers can seamlessly collaborate with the team to collectively work on suggestions.

Intelligent suggestions

See also

Account-based seller insights improve sales account manager effectiveness (blog)

Get intelligent insights to improve seller effectiveness (docs)