Microsoft Dynamics 365 Sales provides a boatload of features to optimize how your sales professionals work in this modern digital age. While the number of features is exciting, they can also lead to the dreaded state of analysis paralysis and leave you wondering where to start.
To help you focus on the functions that deliver the most value for your business, here are five common features we see used in most Dynamics 365 Sales environments. In addition to the feature overviews below, we provide links to videos that delve deeper into how each feature works.
Teams Integration
You can embed the Microsoft Team chats experience within Dynamics 365 Sales, making it easier for your sales team members to collaborate in a single app experience. The embedded nature of Teams lets users navigate from one record to the next and pick up conversations with sales team members right where they left off—while working at the same time on record updates within the system.
Here’s a screenshot showing how to turn on Teams chats with Dynamics 365 Sales:
