Intelligent Suggestions in Dynamics 365 Sales
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Dynamics 365
3. Sept 2023 15:30

Intelligent Suggestions in Dynamics 365 Sales

von HubSite 365 über Dian Taylor - [MVP] (Dynamics 365 Talk)

Microsoft MVP | Dynamics 365 CE Presales Engineer - Director at RSM US LLP | LinkedIn Learning Author

Pro UserDynamics 365Learning Selection

During 2023 Release Wave 1 the feature called ‘Provide intelligent suggestions to improve seller effectiveness’ was announced. I have to say the description of

During the 2023 Release Wave 1, a significant feature was introduced in Dynamics 365 Sales called 'Provide intelligent suggestions to improve seller effectiveness'. However, the functionality of this feature was somewhat unclear. As understood, the system or artificial intelligence is created to automatically make strategies in the system connected to sales records such as leads, opportunities, accounts, etc. These proposals will then be presented and may be read further on the provided link.

  • Release 2023 Wave 1 brings 'Provide efficient Suggestions' feature in Dynamics 365 Sales
  • The functionality of the feature is somewhat vague and unclear
  • It is conceived that Artificial Intelligence is used to create these efficient strategies
  • These strategies are related to sales records like leads, opportunities, accounts, etc
  • The suggestions made by the system can be read more about on the given link

Delving Deeper into Dynamics 365 Sales Intelligent Suggestions

The new feature in Dynamics 365 Sales aims to enhance seller productivity by providing smart suggestions. These suggestions are likely generated by the system's AI, keeping in view the related sales records. The feature is still somewhat ambiguous but appears promising in leveraging AI for sales strategy creation. More about this feature can be found in the provided link. This innovation signifies the constantly improving and evolving landscape of sales technology.

 

Read the full article Intelligent Suggestions in Dynamics 365 Sales

Learn about Intelligent Suggestions in Dynamics 365 Sales

Intelligent Suggestions in Dynamics 365 Sales is a feature announced during 2023 Release Wave 1, which utilizes artificial intelligence to suggest improvements to seller effectiveness. The system will automatically create suggestions related to sales records, such as leads, opportunities, and accounts.

 

These suggestions are designed to improve the effectiveness of the sales process, such as by providing helpful insights regarding leads and opportunities, and suggesting actions to take to increase the chances of success. Additionally, Intelligent Suggestions in Dynamics 365 Sales will also provide guidance on how to better utilize existing data, such as the ability to uncover trends in customer behavior, allowing sellers to utilize this data to create more effective sales strategies. Finally, Intelligent Suggestions in Dynamics 365 Sales will provide insight into how sales teams can better coordinate their efforts to maximize their impact on the customer experience. By utilizing this feature, sales teams can become more productive and efficient, and ultimately increase their success rate.

More links on about Intelligent Suggestions in Dynamics 365 Sales

Provide intelligent suggestions to improve seller ...
Jul 18, 2023 — Enable sellers with relevant insights and workflows that help them spend more time intelligently and effectively engaging with accounts and ...
Get intelligent insights to improve sales
Jul 21, 2023 — Based on these insights, sellers can assign tasks, create activities, and establish connections with other sellers.
Intelligent Suggestions in Dynamics 365 Sales
During 2023 Release Wave 1 the feature called 'Provide intelligent suggestions to improve seller effectiveness' was announced. I have to say the description ...
AI model-based suggestions for similar Cases and ...
May 31, 2022 — Using AI model-based suggestions for similar cases and knowledge articles, helps the salesperson to quickly find proper resolutions using ...
Improve Sales with AI in Microsoft Dynamics 365
Jul 24, 2020 — Dynamics 365 Sales Insights help sales teams improve their performance by continuously analyzing the vast collection of customer ...
Introduction to Dynamics 365 Sales Insights
Dec 21, 2021 — Get in-the-moment insights about customer emotion, competitive market, sentiment, and priorities in phone calls to enable guided selling.
Microsoft Dynamics 365 Artificial Intelligence
Microsoft Dynamics 365 Sales Insights Use AI-powered insights fueled by client data to understand client relationships, discover new opportunities, and win more ...

Keywords

Dynamics 365 Sales, Artificial Intelligence, Lead Suggestions, Opportunity Suggestions, Automated Suggestions, Account Suggestions