Key considerations you need to know Dynamics 365
Cut the drudgery | Connect the data | Crush the sale | Continuously improve |
Generate email content including data from CRM and past interactions
Summarize meetings instantly Simplify tasks like updating customer records while in the flow of work | Answer customer questions immediately
Build connections with summaries of the latest interactions
Get relevant CRM data during meetings | Keep the momentum rolling with reminders and recommendations
Focus on high-quality leads with autogenerated opportunity reports
Receive next best action recommendations | Learn from real-time analysis of conversations and interactions
Quickly search content using natural language
Identify best practices and practical techniques |
89 percent of workers with access to automation and Al-powered tools feel more fulfilled because they can spend time on work that truly matters
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What do people want from their CRM platform?
We have seen that sellers are more likely to adopt and use tools that solve their most critical challenges.
Save time
Be more agile
Automate daily tasks
Make information more
32% of seller time is spent selling | 68% is spent on nonrevenue- generating activities |
Meet customer needs in real-time
Unlock the full potential of your customer data to elevate customer experiences and meet customer demand for personalized experiences with:
Real-time insights
Contextual and relevant customer
journeys
64% of customers with companies would respond faster to their changing needs
87% of customers increasingly expect relevant, personalized information based on their decision journey
3 top skills to train
Next-generation AI is easy to use, but training can take results to the next level. Here are three things to focus on.
Crafting prompts: Many AI features respond to user input. Clear, specific, and detailed prompts deliver better results.
Iteration: Unlike traditional computer programs, where there is only one way to do things, AI responds to subtle changes in your approach. Trying something in several different ways can lead to a better outcome.
Double-checking content: AI is very powerful, but it can make mistakes. Sellers should always review content for errors and ensure it’s appropriate.
60% of business owners expect AI to drive sales growth |
Microsoft follows 6 principles of responsible Al
When you're looking to empower your sales team with Al capabilities, it's important to choose solutions that meet high standards of ethics and responsibility. Microsoft uses six principles to guide the development and use of Al-enabled tools.
1. Fairness 2. Reliability and safety | 3. Privacy and security 4. Inclusiveness | 5. Transparency 6. Accountability |
Get practical guidance for empowering your sales team
with Dynamics 365 Sales -> Contact Us
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