Dynamics 365 Sales Insights empowers sellers to deliver personalized engagement and build profitable relationships. Capabilities include:

Sales accelerator (preview)

Supercharge sales with a prioritized list of everything that needs to get done, and optimize the sales cadence for different types of prospects with sequences.

Premium assistant

Extend the power of the assistant by creating and customizing insight cards for your sales team with the assistant studio.

Predictive lead and opportunity scoring

Increase revenues with lead and opportunity scores that help sellers identify and prioritize the deals that are most likely to convert.

Premium forecasting

Unlock forecast predictions and snapshots, so you can better project your revenue and manage your pipeline.

Conversation intelligence

Automatically transcribe and analyze customer sentiment, conversation content, and speaking style, so you can understand and replicate successful strategies across your whole team.

Relationship analytics
Focus on the right customers by using intelligence and signals from Office 365 and Dynamics 365 that reveal relationship health and risks.

Who knows whom
Show sellers the colleagues who are already interacting with a prospect and can provide an effective introduction based on Office 365 activities.

Talking points
Start conversations and build rapport with personalized conversation starters based on previous communications.

Notes analysis
Increase seller productivity with contextual prompts that suggest new records to create, such as contacts and activities, based on intelligence gleaned from notes entered by sellers.

Currently available in the United States and EMEA. AI models for natural language processing, such as those used in Talking points and Notes analysis, are for English only.

Learn more
Product website

Dynamics 365 Sales Insights Add-On

by Microsoft Dynamics 365