Describe sales account management in Dynamics 365

Module
10 Units

Beginner

Business Owner

Business User

Functional Consultant

Student

Dynamics 365

Sales

This module introduces you to sales account management capabilities in Dynamics 365, including Customer Insights – Data, unified customer profiles, measures, segments, predictions, and how Copilot and the Sales Research Agent support proactive account management.

Learning objectives

After completing this module, you'll be able to:

Describe the use cases of Customer Insights - Data.
Explain unified customer profile.
Describe measures, segments, and predictions.
Describe risk prediction.
Describe consuming Customer Insights – Data in other applications such as Customer Insights - Journeys.
Describe Copilot in Sales as part of account management.
Describe the use of the Sales Research Agent in account management.

Prerequisites

None

Introduction min
Describe the core capabilities of Dynamics 365 Customer Insights – Data min
Describe unified customer profiles min
Describe measures, segments, and predictions min
Describe churn risk prediction and Customer Lifetime Value to manage accounts min
Describe how to Dynamics 365 Customer Insights - Data in other apps min
Describe Copilot in Sales as part of account management min
Describe the Sales Research Agent in account management min
Module assessment min
Summary and resources min

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