Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
Beginner
Business Owner
Business User
Functional Consultant
Student
Dynamics 365
Sales
This module examines how Dynamics 365 Sales and its integrated AI tools support sellers through the negotiation phase, including Copilot opportunity scoring, the product catalog, the Sales Close Agent, the Sales Research Agent, and Microsoft 365 Copilot.
Learning objectives
After you complete this module, you'll be able to:
- Describe how Copilot in Dynamics 365 Sales uses opportunity scoring and prioritization to guide sellers during the negotiation phase.
- Explain how the product catalog, price lists, discounts, and automated pricing calculations work together to support accurate proposal building.
- Describe how the Sales Close Agent uses sentiment analysis and recommended tactics to address customer objections and advance stalled negotiations.
- Explain how the Sales Research Agent provides competitor pricing, industry benchmarks, and market data to strengthen negotiation strategies.
- Describe how Microsoft 365 Copilot supports negotiation through pricing insights, historical deal analysis in Excel, and proposal drafting in Word.
Prerequisites
None