Work efficiently with enhanced Sales accelerator worklist items

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, automatically - Feb 6, 2023 Apr 1, 2023

Business value

Sellers become frustrated when they must navigate between multiple screens to accomplish their tasks. This makes them inefficient, and they often lose the context of what they were working on. They would prefer to concentrate on selling activities for their account and deals in a simple and aggregated workspace.

The new sales accelerator worklist contains the activities that the seller needs to focus on and AI-based recommendations that could favorably impact the sales outcomes. A new prioritized view of the worklist items aggregated at an entity record provides a holistic view of the tasks that sellers should focus on, thus improving their customer engagement.

Feature details

The new worklist items would have the following capabilities:

  • Ability of the sellers to view AI-based account suggestions and activities in a consolidated view. AI-based suggestions should be available in an upcoming release.
  • New enhanced look and feel of the worklist for an enhanced UI experience.

See also

Prioritize your sales pipeline by using the work list (docs)