Get additional insights into the hands of Get additional insights into the hands of your field sellers and inside sales reps with Dynamics 365 AI for Sales. Improve engagement and decision-making with prebuilt and embedded insights that are quick to deploy and easy to act upon. Reveal the best prospects and customers for sellers to focus on as well as the most relevant and impactful actions to move relationships forward. Empower your managers to improve sales performance and deliver proactive coaching.
Enable smarter selling with insights readily available for Microsoft Dynamics 365 for Sales
Focus on the right leads
Increase conversions and win rates by helping sellers find and prioritize leads with the highest likelihood to buy based on a broader set of signals.
Connect with prospects
Show sellers the colleagues who are already interacting with a prospect and can provide an effective introduction based on Office 365 activities.
Keep track of relationships
Help sellers focus on high priority customers with signals from Dynamics 365, LinkedIn, and Office 365 that reveal relationship health and risks.
Empower sellers to deliver personalized and relevant interactions based on embedded insights that recommend talking points and next actions to take with the customer.
Automate sales execution
Increase seller productivity with contextual prompts that suggest new records to create, such as contacts and activities, based on intelligence gleaned from notes entered by sellers.
AI-driven sales performance and coaching
Take informed action and improve the service experience using out-of-the-box insights. Empower customer service teams to easily create and deploy virtual agents in minutes.
Increase operational efficiency
Quickly evaluate and respond to key performance indicators with out-of-the-box dashboards. Identify opportunities for improvement and impact using performance insights across channels.
Reduce agent workload
Make better decisions using market data. Improve customer relationships with actionable web and social insights. Win fans by engaging in relevant conversations and drive business growth by responding faster to trends.
Know your customers
Build your brand
Gain competitive advantage
Support your unique business needs
Use out-of-the-box AI to identify trends or customer purchase intent, or easily create your own intelligent tags to customize the AI to your requirements. Connect social media market insights to other Dynamics 365 data for the most up-to-date view of customers and prospects.