Summary

Completed

As you've seen, Dynamics 365 Sales provides multiple options that can help build relationships and increasing sales process effectiveness. Whether it's applying sales playbooks to handle situations like stakeholders leaving a company, using LinkedIn Sales Navigator integration to LinkedIn data on Dynamics 365 form, or Using Sales insights to manage the overall health of customer relationships. Dynamics 365's data provides multiple tools to assist sales organizations to drive critical business decisions.

We looked at several of the key features that Dynamics 365 provides including:

  • How sellers can use Sales Accelerator to best identify which prospects to be targeting and timely activity suggestions.

  • How to define and apply sales playbooks to guide users through common sales scenarios that can arise.

  • How Dynamics 365 Sales Insights can be used to maintain the overall health of customer relationships, score leads and opportunities, and facilitate introductions using artificial intelligence.

  • How the integration with LinkedIn Sales Navigator can surface relevant information in Dynamics 365 forms, and track Sales Navigator activities in Dynamics 365.