Sales and marketing professionals are always on the lookout for new ways to improve themselves, drive engagement, and focus on the opportunities that matter. How can Dynamics 365 for Customer Engagement features and Microsoft's continued innovative use of AI help increase engagement, optimize productivity, and empower employees to have incredible customer experiences? A combination of constantly improving Microsoft tools increased sales productivity by 15%.
When you apply artificial intelligence to your extensive customer data, you can make informed decisions quickly and easily. Dynamics 365 uses artificial intelligence to deliver detailed, actionable information that you can use to perform sentiment analysis, assess leads, and deepen customer relationships. Feedback is visual and detailed, taking both the guesswork and guesswork out of the day-to-day business of the team. These tools can help you increase your efficiency and productivity by unifying all your diverse and valuable data to make intelligent suggestions for priority tasks and your leads.
Here are 4 key integrated AI-powered cloud tools that empower sales professionals to gain insight and take personalization and efficiency to a whole new level.
1. Relationship assistant
A relationship assistant is like being met by your own executive assistant every day - there to oversee your day, analyze customer feedback, raise issues, or launch an upsell opportunity.
Microsoft calls this tip “action cards,” which are created from your own tracked data.
There are many ways to use Action cards. Some useful areas for sales teams that can help start the work week at a high level include:
• Highlights priority tasks and deadlines: By highlighting your tasks and upcoming deadlines, you can be more productive, complete those tasks and ensure that no deadlines are missed.
• Monitors your interactions and poses issues: Relationship Assistant tracks your keywords to make sure you are responding accurately or reporting when a potential issue arises with a stakeholder, prospect or customer by analyzing their words -keys and their tone.
• Sales or Marketing Opportunities: The tool identifies upselling opportunities to ensure you can dig deeper into that perspective. Using information and playbooks, you can see what the next steps should be to make the most of this opportunity for maximum profit and value for the customer's lifetime.
• Track emails and kickoff meetings with emails you may have missed and find out how, when, and how quickly people processed your email. The relationship assistant will also monitor your meetings and calendar, point out the location / map or recommend sending documents in advance.
Another great advantage of Relationship Assistant is that it is fully customizable. This allows you to tailor it exactly to your needs and to the areas where you want additional assistance to ensure you are maximizing your work week.

2. Relationship sales (LinkedIn Sales Navigator plus Dynamics)
Microsoft Relationship Sales fully integrates LinkedIn Sales Navigator with Dynamics 365 to unify the sales experience. Combine AI tools like Relationship Assistant with this data that you pull on your prospects and customers to see what true personalization looks like. The conversations you can have with people become more meaningful and impactful than traditional sales-focused calls.
These main advantages put to use in your CRM ensure that you have the most recent and relevant information on your prospect or customer. Relationship selling - With Sales Navigator and Dynamics 365, you can:
• Discover the right connections and understand their needs: get information about who to connect with. Find the right decision makers and their influencers and understand their challenges and the content they are dealing with.
• Track Behavior: Track potential interactions, information and assets you've sent, and the types of materials they are interacting with. For example, see who is viewing your PointDrive presentations in real time, understand their triggers, what they do the most, and what messages they display. This speeds up the sales process and provides prospects with exactly what they need, when they need it.
3. Sales playbooks
Dynamics 365 for Sales playbooks are a great way to automate repeatable processes in response to a number of external events. With playbooks, automation can trigger a game that activates a series of tasks necessary to resolve a situation.
Sales managers or users with a playbook admin role can create playbook templates for common business scenarios that they or their teams encounter on a regular basis. For example, if a key decision maker leaves the company you work with, you don't lose all that hard work and a heated prospect. Configure a set of automated business processes in the Playbook categories to create a set of activity logs for "outbound decision makers" that can be used to gradually build best practice processes that can be widely replicated if the situation recurs. Assign activities to entities, record sales materials, and estimate how long it takes for the playbook to be successful before giving them to teams who can start the playbook when that particular challenge arises.
4. Artificial intelligence for sales
With Dynamics 365 for Sales Insights, you can make better decisions and sell and build relationships more proactively. It can help you prioritize leads and visually display relationship analytics. It also deepens your knowledge - for example, it not only tells you the score of your opportunity, but also why it was rated this way and what suggestions there are to promote that opportunity.
Main features of Sales Insights:
• Open and Build Relationships: Get suggestions for starting a conversation, talking points, and next steps with AI. Additionally, you can see if anyone else in your business is having conversations with these people to make sure you're introduced and get insight.
• Track performance: Graphically visualize your relationships, interactions, sales, pipelines, and other key metrics to ensure you can plan next steps and spend more time strategizing and developing the right leads.
• Predictive Scoring: Evaluate your prospects and opportunities proactively so you can adjust and prioritize the activities required for that category for optimal conversion.