Learn how to use Microsoft Dynamics 365 Sales Insights to evaluate your sales process, improve your workflow, and increase your sales efficiency.
Overview
Syllabus
Introduction
- Get more productive with Sales Insights
- What you should know
- What is the sales accelerator in Sales Insights?
- Sales Accelerator setup
- Working with segments
- Managing sequences
- Working with team settings
- Working with assignment rules
- Become familiar with the Assistant Studio
- Insight cards
- Optimize ranking
- Productivity settings
- Conversion intelligence
- Auto-capture
- Email engagement
- Notes analysis
- What are relationship insights?
- Review analytics and health
- Talking points
- Who knows whom?
- Opportunity and lead scoring
- Premium forecasting
- Advancing your D365 knowledge
Taught by
Dian Taylor
