Dynamics 365 Sales Insights

Win more deals by enhancing each customer interaction, sales activity, and business decision with sales intelligence.

Make the benefits of AI a reality for your business

Enable field sellers, inside sales, and managers to minimize routine tasks, build relationships through personalized engagement, and lead sales teams proactively with AI-driven insights.

Learn from your sales calls with conversation intelligence

Identify what is and isn’t working

Automatically transcribe and analyze customer emotion, sentiment, conversation content, and speaking style. Discover what customers are responding well to so you can replicate successful call strategies across your whole team.

Coach more effectively

Increase sales performance and ramp sellers faster with AI-driven insights that help busy sales leaders proactively flag at-risk deals, gain visibility into conversations, and provide actionable feedback through built-in coaching tools.

Make strategic decisions

Easily pinpoint emerging customer needs that can help grow your business. Stay ahead of the market with insights that are derived from brand and competitor mentions. Get answers in real-time with natural language Q&A based on sales and conversation data (preview).

Sell smarter with contextual insights

Find the best opportunities

Increase conversion and win rates by using machine learning to prioritize leads and opportunities with the highest likelihood to convert and buy.

Make connections

Secure warm introductions from colleagues who already have active relationships with prospects based on Microsoft Exchange data. Build trust with AI-guided selling, including talking points and next best actions.

Get more done

Optimize email interactions and get contextual, real-time prompts that suggest new records to create as you enter notes. Monitor and nurture customer relationships with a relationship health score based on unified data from Dynamics 365, Office 365, and LinkedIn.

Innovate with an adaptable solution

Customize AI-driven next best actions with an easy-to-use configuration tool—no code required. Adapt the prebuilt predictive models for lead and opportunity scoring with custom signals for your specific business needs (preview).

Transform your day with an AI assistant—now in preview

The new voice-powered assistant in Microsoft Teams is the go-to place for on-the-go sellers to find insights and help with the most important activities of the day.

  • Stay on top of key sales activities with an assistant that’s always working behind the scenes to streamline work and provide proactive suggestions.
  • Go into meetings prepared with a comprehensive meeting brief that includes key insights about the company and attendees. Find out who in your company knows the attendees, and see personalized talking points based on past conversations.
  • Eliminate manual data entry and speed up meeting wrap-up by using your phone’s camera to capture and convert notes and business cards into new records in Dynamics 365.
  • Count on a ready-to-go assistant that keeps learning. Customize the assistant with an easy-to-use configuration tool to make it even more helpful.
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