Microsoft Dynamics 365: Sales Insights

Offered By: LinkedIn Learning

Tags

Sales Analytics Courses Customer Relationship Management Courses

Course Description

Overview

Learn how to use Microsoft Dynamics 365 Sales Insights to evaluate your sales process, improve your workflow, and increase your sales efficiency.

Syllabus

Introduction

Get more productive with Sales Insights
What you should know

1. Sales Accelerator

What is the sales accelerator in Sales Insights?
Sales Accelerator setup
Working with segments
Managing sequences
Working with team settings
Working with assignment rules

2. Assistant Studio

Become familiar with the Assistant Studio
Insight cards
Optimize ranking

3. Increasing Productivity

Productivity settings
Conversion intelligence
Auto-capture
Email engagement
Notes analysis

4. Relationship Insights

What are relationship insights?
Review analytics and health
Talking points
Who knows whom?

5. Predictive Scoring

Opportunity and lead scoring
Premium forecasting

Conclusion

Advancing your D365 knowledge

Taught by

Dian Taylor

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