New Features Coming to Dynamics 365 for Sales in 2019

by | Updated February 15, 2019 | Dynamics CRM

Between April and September 2019, new features are coming to Dynamics 365 for Sales that will give sales team members deeper insights into contacts and information to close deals more efficiently. With powerful AI and seamless integrations with tools like LinkedIn and Microsoft Teams, D365 for Sales is bringing integrated business operations to the next level.

LinkedIn-driven Organizational Charts

Dynamics 365 for Sales has previously included information from the LinkedIn Sales Navigator. This release gives Sales users even more information including company org structures and automatic updates when any contact leaves their position. Additionally, all Sales users can now view basic customer profiles from LinkedIn without the additional sales navigator subscription.

Additional Data Point Integrations

D365 for Sales will now integrate with more sources so users can access more prospect and client data than ever before. D365 for Sales will feature apps from these third-party data providers within Sales and offer try-and-buy experiences directly within the system.

Enhanced Collaboration with Microsoft Teams

Sales reps can now easily collaborate more effectively using Microsoft Teams. Teams allows users to view customer information and share files.

  • Collaboration hub: Access records together with the Office applications you need to close deals.
  • Cross-functional collaboration: Work together with customers and any colleague across functions, including customers that do not have a Dynamics 365 user account.
  • File integration: Co-author documents using Office 365 and automatically sync to Dynamics 365.
  • Teams mobile app: Search and update records from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.

Revenue Prediction and Sales Forecasting

With sales forecasting in Dynamics 365, users can specify forecast categories for each opportunity and use that information to update predictions within the system.

New Features for D365 Sales

Confirm Price-Quote Integration

Your customers can expect a faster turnaround time thanks to the Dynamics 365 integration with partner configure-price-quote (CPQ) solutions. These solutions can be installed directly into Dynamics 365 and will enable your sales team to identify the right configuration of products to fit your customers’ needs. From there, your team can quickly generate quotes and contracts with the right pricing – even when there are discounts involved.

Contact the team at Stoneridge to learn more about how Dynamics 365 for Sales can help your sales team close deals more efficiently. You can also read more about Dynamics 365 on our blog.

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