New Sales Features for Microsoft Dynamics 365 CRM
Since launching in 2016, Microsoft Dynamics 365 has introduced countless CRM features for its Sales, Marketing, Customer Service, Field Service, and Project Operations modules. It can be challenging to keep track of each feature, which is why we’ve listed the latest and greatest Sales module features. Which ones can your business make the most of?
Free Features
These features are free and available ASAP in your Dynamics 365 Sales module.
New UI
Microsoft software is built to integrate with other solutions on the same platform. As such, cohesion between the Sales module and other Dynamics 365 and Microsoft modules is integral. The Sales app interface was recently revamped, providing responsive web design that makes the software easy to use. The new Unified Interface creates visual and navigational cohesion between the Dynamics 365 modules and Power Apps.
Kanban View for Opportunities
One of the newest major features for Sales, Kanban view, depicts opportunities as separate cards that users can drag and drop depending on status. This feature helps your team prioritize opportunities and stay organized.
Playbooks
Dynamics 365’s Playbooks can be found in the Sales module. Playbooks let you create custom templates for opportunity and lead follow-up depending on different situations. These are particularly helpful for large organizations dealing with huge groups of leads from various sources.
Pipeline Manager Workspace
Microsoft released a personalized workspace for managing the sales pipeline. Users can filter through opportunities and tag accounts with relevant information. This ensures a streamlined pipeline that features only the most qualified leads.
Premium Features
These features are available for Dynamics 365 Sales at an additional cost.
Integration with Microsoft Teams
Software supporting remote work became more important than ever in 2020. To account for this new normal, Microsoft fleshed out its integration between Dynamics 365 Sales and the Teams group chat software. These updates let users easily collaborate on files between the two programs and access customer records within the Teams channel.
PowerBI
Dynamics 365 Sales and PowerBI integrate seamlessly with one another to blend sales management with business intelligence software. This combination creates robust dashboards to help your business visualize current activity and identity current trends. PowerBI is a great resource for Sales users who want to dive deeper into reports and dashboards.
Sales Insights
One of the most important aspects of successful sales software is its ability to drill down and provide valuable insights. Dynamics 365 Sales has a new Sales Insights add-in for productivity intelligence, guided selling, and relationship development. Its predictive models use artificial intelligence to prioritize leads and opportunities.
LinkedIn Sales Navigator
Dynamics 365 users can enable the LinkedIn Sales Navigator within their Sales module. This unique feature brings leads from LinkedIn to your CRM software, providing seamless communication and an easy way to identify prospects, opportunities, and leads.
Conclusion
Dynamics 365 Sales has grown rapidly over the past few years, but the journey isn’t over yet. Reach out to the Cargas team if you want to learn more about any of the old, new, or up-and-coming Sales module features!
