Get additional insights into the hands of Get additional insights into the hands of your field sellers and inside sales reps with Dynamics 365 AI for Sales. Improve engagement and decision-making with prebuilt and embedded insights that are quick to deploy and easy to act upon. Reveal the best prospects and customers for sellers to focus on as well as the most relevant and impactful actions to move relationships forward. Empower your managers to improve sales performance and deliver proactive coaching.
Enable smarter selling with insights readily available for Microsoft Dynamics 365 for Sales
Focus on the right leads
Increase conversions and win rates by helping sellers find and prioritize leads with the highest likelihood to buy based on a broader set of signals.
Connect with prospects
Show sellers the colleagues who are already interacting with a prospect and can provide an effective introduction based on Office 365 activities.
Keep track of relationships
Help sellers focus on high priority customers with signals from Dynamics 365, LinkedIn, and Office 365 that reveal relationship health and risks.
Personalize engagement
Empower sellers to deliver personalized and relevant interactions based on embedded insights that recommend talking points and next actions to take with the customer.
Automate sales execution
Increase seller productivity with contextual prompts that suggest new records to create, such as contacts and activities, based on intelligence gleaned from notes entered by sellers.
AI-driven sales performance and coaching
Take informed action and improve the service experience using out-of-the-box insights. Empower customer service teams to easily create and deploy virtual agents in minutes.
Build loyalty
Improve satisfaction
Increase operational efficiency
Quickly evaluate and respond to key performance indicators with out-of-the-box dashboards. Identify opportunities for improvement and impact using performance insights across channels.
Reduce agent workload
Make better decisions using market data. Improve customer relationships with actionable web and social insights. Win fans by engaging in relevant conversations and drive business growth by responding faster to trends.
Know your customers
Build your brand
Gain competitive advantage
Support your unique business needs
Use out-of-the-box AI to identify trends or customer purchase intent, or easily create your own intelligent tags to customize the AI to your requirements. Connect social media market insights to other Dynamics 365 data for the most up-to-date view of customers and prospects.
Retain customers and build loyalty by using data and AI from Dynamics 365 Customer Insights. Infuse the insights into business applications and processes. Empower your marketing, sales, and service professionals to deliver exceptional one-on-one interactions.
Get a holistic view of customers
Bring transactional, observational, and behavioral data from popular data sources by using prebuilt connectors. Unify your data by resolving customer identities with recommendations based on AI and machine learning. Build rich customer profiles by incorporating audience intelligence from Microsoft Graph.
Discover insights and take action
Employ quick-start machine learning templates to predict churn or the next best action. Discover and create new audience segments, and empower your teams with customer profiles and insights that are embedded directly into your business applications. Trigger workflows in response to customer actions and signals by using Microsoft Flow.
Adapt and extend the solution for your needs
Connect your customer data with Microsoft Power BI to customize dashboards and reports. Build custom apps with embedded customer insights by using Microsoft PowerApps. Extend the solution with familiar Azure Services and tools, and use your own machine learning models.
Rely on a productive and trusted platform
Shorten time to value with a self-service customer data platform solution built on Azure. Help support data privacy and General Data Protection Regulation (GDPR) compliance with corporation-ready security and built-in governance tools, while retaining full ownership of your data. Rely on Microsoft expertise in AI research and cloud, data, and developer platforms to surface insights that help you serve your customers better.
Take informed action to improve your customer service experience using out-of-the-box insights. Measure performance over time across all channels, identify areas of growth, and improve productivity with innovative AI capabilities and features.
Improve customer satisfaction
Build loyalty by resolving emerging issues before they impact more customers. Gain a comprehensive understanding of customer satisfaction score (CSAT) drivers and use AI insights to implement data-driven improvements.
Streamline operations with case resolution insights, backlog trends, and historical comparisons to evaluate agent performance and business impact. Monitor case volume and incoming support topics to optimize agent productivity.
Gain comprehensive visibility
Visualize customer engagement patterns, agent performance, and customer service operations using dashboards with built-in AI, business intelligence, and machine learning capabilities. Discover and share critical insights with interactive charts and filters.
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