Sales Without the Chaos—Pipeline, Forecast, and AI in Dynamics 365 Sales
Learn how to streamline the sales process in Microsoft Dynamics 365 Sales, work with reliable data, and use AI to evaluate and prioritize sales opportunities.
00:00
Introduction and Introduction of the Presenters
4:13
Sales Agenda, Pipeline, and Trends
10:42
The Use of AI in Sales
3:36 p.m.
Microsoft's sales-support ecosystem
5:35 p.m.
Microsoft Dynamics 365 Sales Demo
10:29 p.m.
From an email to a lead and a sales opportunity
37:52
AI-Powered Sales Opportunity Assessment
41:57
Lead Qualification and Proposal Preparation
48:17
Documents, SharePoint, and Process Automation
55:20
Sales Reporting in Power BI
59:05
Copilot and Selecting the Most Important Sales Opportunities
1:02:25
Summary of the Process
1:05:17
Pipeline, forecast, and participants' questions
Summary
A full pipeline does not necessarily mean predictable sales. You need up-to-date data, a consistently executed process, and tools that help salespeople focus on the right opportunities.
In this video, you'll see how Dynamics 365 Sales supports:
- message logging and automatic lead generation,
- qualification of leads and sales opportunities,
- an assessment of the likelihood of a sale based on historical data,
- preparing proposals and managing documents in SharePoint,
- automation of repetitive tasks,
- reporting at Power BI,
- Selecting priority opportunities with the help of Copilot.
A forecast is reliable only if it is based on complete and up-to-date data from the sales process.
Related video
Not sure which service to start with? Let's talk.
Tell us about your organization, and we'll help you choose the solutions that best fit your processes, teams, and business goals.
One email a month—just the facts
What's happening with Dynamics, Power Platform, and Copilot—without the marketing hype.