taking your d365 for sales to the next level with...taking your d365 for sales to the next level...
Post on 23-Jun-2020
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Taking your D365 for Sales to the Next Level with the Spring ’19 Release
Senior D365 CE Consultant
Email: Mreed@Hitachisolutions.com
Meghan Reed
#HSCCATLANTA19
Senior D365 CE Consultant
Email: Rdarwiche@Hitachisolutions.com
Reham Darwiche
#HSCCATLANTA19
Sales Track
/ 3Think Digital Customer Conference 2019
Taking your D365 for Sales to the Next Level with the Spring ’19 Release
Predictive Scoring
Playbook
Relationship Analytics
Team Integrations
Who-Knows-Whom
Notes Analysis
Sales Forecasting
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/ 5Think Digital Customer Conference 2019
Predictive Scoring
• Learning model from related entities such as
• Contact• Account • Lead • Opportunity
• Scores, score trends, and top reasons available on forms and views.
• Can be used on Leads and Opportunities
/ 6Think Digital Customer Conference 2019
DEMO
/ 10Think Digital Customer Conference 2019
Playbook
• Capability to help organizations automate repeatable sales activities and respond to external events
/ 11Think Digital Customer Conference 2019
DEMO
/ 15Think Digital Customer Conference 2019
Relationship Analytics
• Key Performance Indicators and Activity History
• Overall health of business relationships
• Parameters include CRM Activities, LinkedIn, Note, Exchange Data
/ 18Think Digital Customer Conference 2019
/ 19Think Digital Customer Conference 2019
/ 20Think Digital Customer Conference 2019
Team Integrations
• Access D365 records in Teams channels
• Collaborate on a specific record
• Dynamics 365 bot for Teams
/ 21Think Digital Customer Conference 2019
DEMO
/ 23Think Digital Customer Conference 2019
Who Knows Whom (Connection Insights)
• Relationships calculated using Exchange communication
• Templated introduction requests
• Available for Contacts and Leads
/ 24Think Digital Customer Conference 2019
Who Knows Whom (Connection Insights)
/ 25Think Digital Customer Conference 2019
Notes Analysis
• Intelligent suggestions regarding notes
• Timely actions for requirements
/ 26Think Digital Customer Conference 2019
DEMO
/ 28Think Digital Customer Conference 2019
Sales Forecasting
/ 29Think Digital Customer Conference 2019
DEMO
/ 30Think Digital Customer Conference 2019
Q&A?
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