Customer Engagement
Sales
16 guides on sales in Customer Engagement.
16 guides · Last updated 2026-09-03
- Conversation Intelligence in Dynamics 365 SalesHow Conversation Intelligence records, transcribes, and analyses sales calls — meeting platforms supported, the analytics surfaced.Updated 2026-05-01
- Copilot for Sales featuresWhat Microsoft Copilot for Sales does inside Outlook, Teams, and Dynamics 365 Sales — email assistance, meeting prep, summaries, and CRM updates.Updated 2026-05-01
- Dynamics 365 Sales mobile experienceHow the Dynamics 365 Sales mobile app supports field salespeople — offline capability, voice features, AI integration, and the patterns for adoption.Updated 2026-05-01
- Dynamics 365 Sales Premium featuresWhat the Sales Premium SKU adds over Sales Enterprise — Conversation Intelligence, Relationship Analytics, predictive forecasting.Updated 2026-05-01
- Dynamics 365 Sales vs Salesforce Sales CloudDynamics 365 Sales vs Salesforce Sales Cloud: where each wins, where the differences are real, and how the decision usually gets made in practice.Updated 2026-08-27
- Email engagement and tracking in Dynamics 365 SalesHow email tracking works in Dynamics 365 Sales — opens, clicks, server-side sync, the Outlook add-in, and where the data lives.Updated 2026-05-01
- Email templates and bulk email in Dynamics 365 SalesHow email templates, signatures, and bulk email work in Dynamics 365 Sales — and where Customer Insights – Journeys is the better answer.Updated 2026-05-01
- Goal management in Dynamics 365 SalesHow goals work in Dynamics 365 Sales — goal metrics, parent-child rollups, calculation, and the role in performance management.Updated 2026-05-01
- Opportunity stages in Dynamics 365 SalesHow opportunity stages structure sales process in Dynamics 365 Sales — business process flows, stage definitions, win/loss tracking.Updated 2026-05-01
- Relationship Analytics in Dynamics 365 SalesHow Relationship Analytics scores account and contact health — input signals, the relationship health score, KPIs surfaced.Updated 2026-05-01
- Sales forecasting in Dynamics 365 Sales — a deep diveHow Dynamics 365 Sales forecasting works — forecast configurations, hierarchies, manual adjustments, predictive forecasting.Updated 2026-05-01
- Sales mobile and offline in Dynamics 365The Dynamics 365 mobile experience for sellers — Power Apps mobile, offline sync, conflict handling, and what works well vs what doesn't.Updated 2026-05-01
- Sales territories and quotas in Dynamics 365How territory management and quotas work in Dynamics 365 Sales — assignment rules, hierarchy, and the integration with forecasting.Updated 2026-05-01
- Sales territory design in Dynamics 365 — a deep diveHow to design and manage sales territories in Dynamics 365 Sales — territory hierarchies, account assignment rules.Updated 2026-05-01
- Sequences in the Sales acceleratorHow sales sequences automate seller cadence in Dynamics 365 Sales — steps, conditions, branching, and the role in inside-sales workflow.Updated 2026-05-01
- What is Dynamics 365 Sales?Microsoft's CRM app for B2B sales teams — leads, opportunities, forecasting, and the Copilot for Sales experience.Updated 2026-09-03