Microsoft Dynamics 365: Sales Insights

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Dian Taylor

1:12:35

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01 - Introduction

01 - Get more productive with Sales Insights.mp4

01:03

02 - What you should know.mp4

00:45

02 - 1. Sales Accelerator

01 - What is the sales accelerator in Sales Insights.mp4

06:18

02 - Sales Accelerator setup.mp4

02:24

03 - Working with segments.mp4

05:26

04 - Managing sequences.mp4

04:21

05 - Working with team settings.mp4

05:59

06 - Working with assignment rules.mp4

05:16

03 - 2. Assistant Studio

01 - Become familiar with the Assistant Studio.mp4

02:02

02 - Insight cards.mp4

02:08

03 - Optimize ranking.mp4

02:33

04 - 3. Increasing Productivity

01 - Productivity settings.mp4

02:01

02 - Conversion intelligence.mp4

03:12

03 - Auto-capture.mp4

04:02

04 - Email engagement.mp4

03:05

05 - Notes analysis.mp4

02:59

05 - 4. Relationship Insights

01 - What are relationship insights.mp4

01:21

02 - Review analytics and health.mp4

03:37

03 - Talking points.mp4

01:52

04 - Who knows whom.mp4

02:13

06 - 5. Predictive Scoring

01 - Opportunity and lead scoring.mp4

03:06

02 - Premium forecasting.mp4

06:12

07 - Conclusion

01 - Advancing your D365 knowledge.mp4

00:40

Description

If you work in sales, you know how hard it can be to win a deal. Microsoft Dynamics 365 Sales Insights helps sellers be more successful by bringing together relevant sales intelligence from Dynamics 365, Microsoft Teams, and Microsoft 365—so you can use them all in one place. This solution empowers sellers to build better customer relationships and ultimately win more deals by using the power of artificial intelligence.

Join instructor Dian Taylor and find out how to boost your performance and productivity by generating automated insights out of your sales process. Learn how to configure and use Sales Insights, Sales Accelerator, and Assistant Studio along the way. Explore relationship insights and predictive scoring to determine new leads, as well as how and where to prioritize your efforts. Dian shows you how to make your sales process more efficient so you can stay focused on closing deals.

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Microsoft Dynamics 365 Business Central

Dian Taylor

Instructor's Courses

Dian Taylor is a Microsoft Business Applications MVP and Dynamics 365 (CRM) Presales Engineer (Director) at RSM. She is a seasoned pre-sales and implementation consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation & Omnichannel for Customer Service. Besides Dynamics 365, Dian works with Power Platform components like Power Automate, Power Virtual Agent, etc. She has also created several courses on LinkedIn Learning. Blog: https://D365Goddess.com

Linkedin Learning

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.