Summary

Completed

The Sales accelerator feature in Dynamics 365 Sales provides sellers with a tailored experience that helps them minimize the time that they spend identifying which customer to reach out to next. With 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 speed-up the sales process.

Throughout this module, you learned about several key elements for setting up Sales accelerator. Additionally, you learned how to:

  • Set up Sales accelerator.

  • Manage access and record types.

  • Customize the workspace.

  • Set up filtering and sorting.

  • Add the Up next widget to forms.