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.
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.