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Tag: #365blogpostin365days

{How to} Increase seller productivity with lead profile summaries in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts how to increase seller productivity with lead profile summaries in Dynamics 365 Sales.

Let’s get’s started.

Increasing seller productivity with lead profile summaries in Dynamics 365 Sales can be achieved by optimizing the CRM system to provide concise, actionable insights.

Here are some ways Dynamics 365 Sales can present lead profile summaries effectively.

1. Consolidated Lead Views: Create a dashboard that gives a 360-degree view of the lead, pulling in data from various touchpoints like emails, calls, social media interactions and past purchases.

2. Key Metrics Front and Center: Highlight essential metrics such as lead score, potential deal size, and buying stage prominently on the lead profile.

3. Interaction History: Include a timeline of recent interactions and activities to help sellers quickly understand the lead’s journey and identify key engagement moments.

4. Predictive Insights: Use AI-powered tools within Dynamics 365 Sales to predict the lead’s future behavior, purchase probability and recommend the next best action for the seller.

5. Task Automation: Integrate functionality that allows routine follow-up tasks to be set up or triggered directly from the lead summary page.

6. Sentiment Analysis: Implement sentiment analysis tools to guage the lead’s sentiments from communications and social media activity, providing sellers with an idea of the lead’s disposition.

7.Customizable Summaries: Allow Sellers to customize which data points are summarized to align their sales process or industry-specific needs.

8. Alerts and Notifications: Set up alerts for when a lead’s engagement level changes significantly, indicating a potential opportunity for contact or a risk of losing the lead.

By Integrating these features into Dynamics 365 Sales, Sellers can quickly assess lead potential, prioritize their efforts, and take informed actions, thereby improving productivity and the chances of converting leads into customers.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{New} Copilot Studio at a glance

uk365guy

Hello Everyone,

Today I am going to show new UI of Power Virtual Agent which is renamed as Copilot Studio.

Let’s get’s started.

Login into Copilot Studio

https://web.powerva.microsoft.com/

Then you will see new UI of Copilot Studio.

1. Copilot: You can set up new bot with the language you want to speak and Copilot will create responses in real time with answers and information from a website you choose.

2. AI Plugins (Preview)

Add Power Platform component as an AI Plugin, you can select generate content or extract insights, Create automation, Update or get answers about external data.

3. Prompts(Preview)

AI Prompts you can create AI builder models and create text using custom prompt and classify text, Respond to AI Reply, Respond to a complaint, create text using custom prompt, sentiment analysis of text, AI Summarize Text, Extract information from text.

4. Model(Preview): You can create Documents, text, structured data, images and so …

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} New settings on Dynamics 365 Sales App

uk365guy

Hello Everyone,

Today I am going to show new settings on Dynamics 365 Sales App.

Let’s get’s started.

Dynamics 365 Sales Admins settings can be difficult to navigate, sometimes frustration for administrators.

By using the search capability, system administrators can improve operational efficiency by locating specific settings quickly and reducing time spent on navigating through the system.

It also simplifies onboarding for new administrators, reducing training time and cost.

Features and settings messages ensure maximum use of the platform’s capabilities, by helping system administrators discover new and relevant features leading to improved performance and productivity.

New search function in Dynamics 365 Sales admin settings will help system administrators achieve following:

1. Quick Navigation.

2. Easy Onboarding

3. Feature discovery

4. Enganced user experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)
#365blogpostsin365days

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What is the impact of Business Unit scoping on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share what is the impact of Business Unit Scoping when you turn on Business Unit Scoping.

Let’s get’s started.

Login into Dynamics 365 Customer Insights.

Change to settings on the bottom left hand cornor.

Click on Feature Settings:

Business unit scoping turn ON.

Enabling Business Unit Scoping for Real Time Journeys:

This feature enables all marketing processes in RTM Journeys to be business unit scoped by default. You cannot turn it off once again.

Strongly recommend that you test this feature on a sandbox environment that has a copy of the production data before doing this on a production environment.

By enabling this feature, you consent to having understood the impact this feature has on your environment.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} set opportunity pipeline view in Dynamics 365 Sales Hub

uk365guy

Hello Everyone,

Today I am going to show how to set Opportunity Pipeline View in Dynamics 365 Sales Hub.

Login into Dynamics 365 Sales Hub.

Click on Opportunity Pipeline and you will get the Opportunity pipeline view.

Opportunity Pipeline view:

Empower your team by helping them keep track of their opprotunities with a comprehensive view of their deal landscape and a collection of productivity tools.

You can set the default form for side panel as it show up in the side panel, Adminstrators can set a default form for the side panel,but sellers can still choose between other forms within the side panel as required.

Opportunity, Field Service Information, AI for Sales, LinkedIn Integration, SOS, Opportunity Project Information.

Set default metrics for sellers:

Customise metrics and set as default, with this capability admins can define a new metric or modify an existing one and make it default on the pipeline view for everyone, However, seller retain the ability to modify metrics according to their individual requirements.

Mange charts : charts to include and customize the settings.

Deal trackers, Sales Funnel.

Publish all the settings.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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