Top 10 Features of Dynamics 365 Sales You Should Be Using

Microsoft Dynamics 365 Sales is a powerful CRM solution designed to help sales teams close deals faster, build stronger relationships, and gain actionable insights. But with such a feature-rich platform, many users only scratch the surface of what's possible. Whether you're new to Dynamics 365 Sales or looking to maximize your investment, here are the top 10 features you should be using right now.

1. Sales Accelerator

The Sales Accelerator streamlines your team's workflow by offering intelligent sequencing and prioritization of customer outreach. It guides reps through their day with a clear list of tasks, improving productivity and ensuring timely follow-ups.

2. LinkedIn Sales Navigator Integration

Tap into the power of LinkedIn right inside your CRM. With this integration, reps can view LinkedIn profiles, send InMail, and get icebreakers and connection insights, making outreach more personal and effective.

3. AI-Powered Insights (Sales Copilot)

Sales Copilot delivers AI-generated recommendations, summarizations, and next-best actions directly in Outlook and Teams. It saves time on meeting prep and follow-ups while helping reps stay on top of opportunities.

4. Relationship Analytics

Track engagement with contacts through email, meetings, and calls. This feature scores relationships based on activity and sentiment, so you can focus on accounts that are truly interested.

5. Predictive Lead & Opportunity Scoring

Dynamics 365 uses historical data to score leads and opportunities, helping sales teams prioritize who to contact next. Higher scores indicate a better chance of conversion.

6. Email Engagement

Know when prospects open your email, click on links, or view attachments. Email engagement data helps you follow up at the right time with the right message.

7. Mobile App

Stay connected on the go with the Dynamics 365 Sales mobile app. Access customer data, update records, and take notes from anywhere, ideal for field reps and remote teams.

8. Customizable Dashboards & Reports

Real-time dashboards allow you to track KPIs and sales performance at a glance. Tailor them to your team's goals and easily share insights across your organization.

9. Playbooks

Sales playbooks provide step-by-step guidance for handling common scenarios, like objection handling or nurturing key accounts. Standardizing best practices helps new reps ramp up faster.

10. Teams Integration

Seamlessly collaborate with your team through Microsoft Teams. Share records, notes, and updates without ever leaving the app, keeping everyone aligned and informed.

Final Thoughts

Dynamics 365 Sales is more than just a database for your customer contacts, it's a smart, connected, and intuitive tool built for modern selling. By tapping into these top features, your sales team can work more efficiently, build better relationships, and close more deals.

Ready to unlock the full potential of Dynamics 365 Sales? Contact WebSan Solutions today!