Set up Sales accelerator in Dynamics 365 Sales

  • Module
  • 10 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Sales

The Sales accelerator in Dynamics 365 Sales provides sellers with a tailored experience that helps them minimize the time that they need to spend identifying which customer to reach out to next. The system gathers information from multiple sources so that sellers can focus on how to best approach their customers. With the Sales accelerator, sellers can sell smartly by building a strong and prioritized pipeline, offering context, and showing automated recommendations throughout a sales sequence that helps accelerate the sales process.

Learning objectives

In this module, you'll:

  • Learn about the Sales accelerator and what it does.
  • Explore how to set up Sales accelerator.
  • Examine how to manage access and record types.
  • Discover how to customize the workspace.
  • Learn how to set up filtering and sorting.
  • Learn how to add the Up next widget to forms.

Prerequisites

Basic knowledge of Dynamics 365 Sales