taking your d365 for sales to the next level with...taking your d365 for sales to the next level...

Taking your D365 for Sales to the Next Level with the Spring ’19 Release

Senior D365 CE Consultant

Email: [email protected]

Meghan Reed

#HSCCATLANTA19

Senior D365 CE Consultant

Email: [email protected]

Reham Darwiche

#HSCCATLANTA19

Sales Track

/ 3Think Digital Customer Conference 2019

Taking your D365 for Sales to the Next Level with the Spring ’19 Release

Predictive Scoring

Playbook

Relationship Analytics

Team Integrations

Who-Knows-Whom

Notes Analysis

Sales Forecasting

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Predictive Scoring

• Learning model from related entities such as

• Contact• Account • Lead • Opportunity

• Scores, score trends, and top reasons available on forms and views.

• Can be used on Leads and Opportunities


DEMO


Playbook

• Capability to help organizations automate repeatable sales activities and respond to external events


DEMO


Relationship Analytics

• Key Performance Indicators and Activity History

• Overall health of business relationships

• Parameters include CRM Activities, LinkedIn, Note, Exchange Data


Team Integrations

• Access D365 records in Teams channels

• Collaborate on a specific record

• Dynamics 365 bot for Teams


DEMO


Who Knows Whom (Connection Insights)

• Relationships calculated using Exchange communication

• Templated introduction requests

• Available for Contacts and Leads


Who Knows Whom (Connection Insights)


Notes Analysis

• Intelligent suggestions regarding notes

• Timely actions for requirements


DEMO


Sales Forecasting


DEMO


Q&A?

taking your d365 for sales to the next level with...taking your d365 for sales to the next level...

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