Demonstrating Microsoft Dynamics 365 Sales - 2025

ServerSys • February 3, 2025
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Empowers sellers to help teams accelerate revenue and increase scale with Microsoft Dynamics 365 Sales. With AI assistance, automation, and insights, see examples of how D365 Sales will help you increase performance and productivity. Watch this comprehensive walkthrough covering everything from Outlook integration and lead management to the use of conversation insights and relationship analytics. Discover how D365 Sales with Copilot and AI features help sales teams minimise admin, grow relationships and close more deals. 🕒 Timestamps: 0:00 Introduction 0:17 Outlook integration with Copilot 3:34 Contact records and timeline 5:00 LinkedIn Sales Navigator integration 5:30 Leads, sequences and work list 8:38 Opportunity records 10:19 Microsoft Teams integration 12:44 Sales dashboards 13:39 Quotes, orders and invoices 15:24 Account records 17:43 Mobile access 18:35 Pipeline view and forecasts 20:06 Conversation intelligence 20:41 D365 Sales usage reports 21:20 Creating sales sequences If you want to learn more about Microsoft Dynamics 365 Sales, contact ServerSys today. We'll answer your questions and help you explore how D365 Sales can help you maximise your performance with innovation and efficiency. Learn more at: https://www.serversys.com/microsoft-dynamics-365/sales/ #SalesAutomation #dynamics365 #MSDyn365 #Dynamics365Sales

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