Predictive Scoring used to require a separate Sales Insights license, but due to a recent announcement by Microsoft, this feature will be available with a Sales Enterprise license. This is much quicker than starting from scratch. For example, if someone has emailed you and they are not already in your CRM as a contact, Auto Capture will suggest creating a contact for them. But with a Sales insights license, you get premium capability as well as suggesting contacts to create.

Standard Auto capture makes suggestions in the timeline about activities you should track. You also have the ability to launch a playbook of activities. The Studio helps you create custom insight cards through Power Automate.įor example, if you want to prompt a seller with a resource, policy, or information for them to read. With a Sales Insights license, you get the ability to configure your own next best actions using the Studio. Standard Assistant offers suggestions about next best actions and gives standard cards for appointments coming up or overdue tasks.

Top Ten Dynamics 365 Sales Insights Features 1. The premium versions of Assistant and Auto Capture are the first two of our top 10. Both the standard and premium versions are all about minimizing manual data entry. The standard version of Assistant, Auto Capture, and Email Engagement are free with Dynamics 365 Sales, but with an additional Sales insights license comes more functionality. Since publishing this blog, Microsoft has announced that Sales Accelerator, Conversation Intelligence, and Predictive Scoring, will now be available to Sales Enterprise customers. Some standard Sales Insights features are available for free along with Dynamics 365 Sales but in order to get the premium version of these features as well other features some require an additional Sales Insights license.

Sales Insights is an add on feature to Dynamics 365 that combines intelligence and AI with your CRM capability. Through the power of Artificial Intelligence, Sales Insights enables salespeople build stronger relationships with their customers, take actions based on insights, and close opportunities faster. Salespeople need to communicate with customers on a regular basis and maintain a complete understanding of who their customers are and what they need. Selling to customers today is about building and maintaining relationships. It takes time and effort to build strong and long-term relationships with customers. Since publishing this blog, Microsoft has announced that these three features will now be available to Sales Enterprise customers. Sales Accelerator, Conversation Intelligence, and Predictive Scoring were previously only available with a Sales Premium license.

Dynamics 365 sales insights pricing