Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
This module explores the forecasting and analytics capabilities of Dynamics 365 Sales, including pipeline management, Relationship Intelligence, AI agents, and Copilot-driven insights.
Learning objectives
After completing this module, you'll be able to:
Describe how forecasting works in Dynamics 365 Sales and how sellers and managers use it.
Explain how pipeline management tools provide visibility into deal health and stage progression.
Describe Relationship Intelligence and analytics, including its features and premium licensing requirements.
Describe how to monitor AI agents in Dynamics 365 Sales and where to find resources for deeper learning.
Explain how Copilot in Sales supports forecasting through predictive forecasting, pipeline health insights, and anomaly detection.
Describe how the Sales Qualification Agent contributes to pipeline accuracy by ensuring only qualified leads progress.
Describe how the Sales Close Agent improves forecast accuracy with win probability scores and expected close date insights.
Prerequisites
None