Productivity tools settings for Dynamics 365 Sales
Microsoft Dynamics 365 Sales has so many innovative and helpful features to optimize your sales team’s processes that it can be challenging to know where to start. In this post, we’d like to focus on five features that have helped our clients get the most out of their Dynamics 365 Sales environments. We’ll give you an overview and then link to a video so you can dive deeper into how each feature works.
1. Teams Integration with Microsoft Dynamics 365 Sales
You can integrate Microsoft Teams chats within Dynamics 365 Sales. That will make it easier for your sales team to collaborate through a single app. Having Teams embedded in Dynamics 365 Sales allows users to switch between records and continue conversations with sales team members while simultaneously working on record updates within the system.
With this integration, users can work from within a record in Dynamics 365 or from the Teams perspective on a record, list of records, or even a dashboard from Dynamics 365. The setup is straightforward, and users can initiate chats from Dynamics 365 that connect to specific records. The chats include a link to the record under discussion, making it easy to navigate back and forth between Teams and Dynamics 365.
2. Insight Cards in Dynamics 365 Sales
Your sales team is busy. They often have so many irons in the fire that they need reminders about leads, opportunities, accounts, and other records. Insight cards help your sales team create system-generated reminders based on business-specific criteria. You can add cards to system records and dashboards to help your team visualize where to focus their attention and what’s coming next.
Insight cards help keep you updated with your work in Dynamics 365 Sales by providing reminders when you need to follow up on an email, attend a meeting, etc. Insight cards are displayed throughout the application to provide relevant information for your working context. The cards are generated based on data stored in Dynamics 365 Sales, your inbox, and your calendar.
3. Modern Advanced Find
Advanced Find is a powerful query tool within the Dynamics 365 application framework. Microsoft released a modern look and feel to Advanced Find that aligns the user experience with the expectations of modern sales teams.
The modern advanced find feature in Dynamics 365 Sales replaces the legacy advanced find. The modern advanced find provides a more intuitive and up-to-date interface that allows users to add filters, edit columns, and save personal views. Users can also add filters for fields on unrelated entities. Sales team members can edit filters and columns in the normal user interface and save them as custom views to share with others. This feature provides users with an intuitive and up-to-date interface that streamlines the filtering process and saves time.
4. Product Catalogue Settings for Dynamics 365 Sales
Likely, your company has a specific approach to product management. Dynamics 365 Sales administration capabilities allow you to configure how users will add products to records. And there are various configurations and product catalog settings to accommodate your preferences.
- Configure system-wide settings that control quote-to-cash.
- Make it easier for sellers to search and add products to opportunities, quotes, orders, and invoices.
- Customize the new add-product experience to fit your business.
- Change the unit price and quantity when adding products.
5. Email Engagement and Customer Bing Maps
Email engagement allows sellers and sales managers to communicate with customers more effectively. You’ll have increased data visibility, including when recipients open emails, customer-response email templates, and suggestions for when to send emails. Team members and managers can use these tools to make data-driven decisions about customer engagement.
A helpful tool complementing email engagement is Bing Maps. Configuring Bing Maps for your sales team allows sellers to visualize their customers’ locations. Once configured, Bing Maps geo-codes customer addresses and displays an interactive map showing their locations.
Dynamics 365 Sales supports today’s on-the-go sales teams. They can leverage embedded analytics, business intelligence, and machine learning to generate predictive insights and create loyal, lifelong customer relationships. To learn more about these five key features or to schedule a product demo, visit our website or contact us today.