Key Features of Dynamics 365 Sales 2021 Release

Microsoft is known to introduce new innovations to its software products that enhance their capabilities to transform businesses. The software giant has added new features to its suite of Dynamics 365 applications. In this post, we will discuss the new features added to Dynamics 365 sales, an integrated platform that offers all the tools needed for sales representatives and business leaders to increase their performance and effectiveness. Read on to know more about the top 5 features of the Dynamics 365 sales 2021 release.

The application Dynamics 365 Sales allows sales teams to build strong relationships with their customers, use customer insights to take appropriate actions, and close all sales deals faster. Furthermore, it helps sales teams keep track of customer accounts, maintain contacts, nurture customers in their journey from being a lead to becoming a customer, and develop sales collateral. As sales representatives use their mobile devices to do most of their work, one of the challenges they face is noting down information. The new release comes with a feature that enables them to have all important details on hand. They include automatic call and online meeting transcriptions, assignment of calls to relevant entities of Dynamics 365, conversation insights, and extraction of action items.

The reason why Microsoft added this feature is to allow sales personnel to customize their workspace on the basis of the tasks they are expected to perform. Further, sales representatives are not required to switch between various applications to initiate different tasks. For example, sales personnel can make calls or send emails right from a customer’s record.

This feature helps managers to review the performance of their teams and train representatives for speeding up sales. In the absence of visibility, it is difficult to know the current sales status and how the goals will be achieved. This newly added feature helps managers access required information in real-time.

The ability to personalize the workspace is a new addition to the 2021 release. It enables pipeline management by making available options for creating an intuitive workspace. This feature helps sales representatives view, filter, and manage various opportunities right from their work surface. The data needed can be viewed on the work surface and they can use filters to sort information as per requirement.

A clear view of the metrics is essential for any business owner to know the progress being made with respect to sales goals. Now, Dynamics 365 sales comes with a feature called “stats” which provides calculated metrics. These configurable stats can be mapped for better visibility and understanding of business. This, in turn, improves business efficiency.

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