Overview of Dynamics 365 for Sales October ’18 release – Part 2

 

Feature Release type Target release month
LinkedIn insights General Availability October 2018

Build intelligent sales applications and business processes powered by LinkedIn insights

Dynamics 365 applications powered by LinkedIn insights are taken to the next level by combining the modular and customizable LinkedIn Sales Navigator controls with the power and flexibility of Dynamics 365 Business Process Flows. Any business process, including the sales scenarios, can be created or enhanced to feature LinkedIn insights about people and companies, which help information workers complete the stages and steps accurately and quickly, driving the sales deals and other processes forward toward a successful conclusion. The insights include:

  • Fundamental data about companies including size, industry, and location.
  • Fundamental data about people including name, company, position, and years of experience.
  • Icebreakers and conversation starters, which are the key common aspects to start the conversation with a warm engagement.
  • A path to a warm introduction with connection lists that include first, second, and LinkedIn TeamLink connections that reach beyond the information worker’s network by traversing their entire organization and the aggregate networks.
  • Recommendations for people similar to a target lead or who play a key role in an organization.

 

 

Feature Release type Target release month
Microsoft Teams integration Public Preview October 2018

Transform sales team collaboration through tight integration with Microsoft Teams

Today’s salespeople are on twice as many teams compared to five years ago. They work with an average of six decision makers and 16 colleagues to close a deal. The modern sales environment requires faster collaboration with more people and more data. The Microsoft Teams integration with Dynamics 365 brings together the capabilities that salespeople need to collaborate more effectively

Sales professionals can connect a Microsoft Teams channel to any Dynamics 365 record. With the connected Microsoft Teams channel, sales teams can communicate more effectively through persistent chat sessions across the Microsoft Teams and Dynamics 365 records, ensuring no one misses the latest conversations.

Users can share and coauthor sales collateral with their entire team seamlessly from either Microsoft Teams or Dynamics 365. Files get stored in one central location, ensuring the entire team has easy, consistent, and secure access to the latest documents.

 

 

Feature Release type Target release month
Who knows whom Public Preview October 2018

Get introduced to prospects with the Who knows whom connection graph

The goal of the sales professional is to win more deals to meet or exceed their quota. With Who knows whom, sales people can easily identify colleagues within their organization who can introduce them to leads or contacts. Warm introductions increase response rate and interest by hundreds of percent. These warm introductions increase sales performance to improve lead-to-opportunity conversion rates, extending later to closing the deal. Who knows whom empowers sellers to increase sales conversion by leveraging their company network to get introduced to prospects and convert a cold call into a warm engagement.

 

To be Continued…

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