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Dynamics 365 Sales Insights

Product

Dynamics 365 Sales Insights is a set of AI-powered capabilities in Dynamics 365 Sales that turns sales activity into guidance through prompts, predictive scores and relationship signals.

◆ PRODUCTDynamics 365 SalesInsightsM365.FM
Title graphic: Dynamics 365 Sales Insights (Product)
TypeProduct
Also known asSales Insights
Documentationlearn.microsoft.com/en-us/dynamics365/sales/intro-admin-guide-sales-insights

Key points about Dynamics 365 Sales Insights

Episodes about Dynamics 365 Sales Insights

Dynamics 365 Sales Insights - Simply Explained

2026-08-17 · Video on YouTube

Sales teams rarely lack data, but they struggle to see which follow-up or deal matters most right now. In this Simply Explained episode, Mirko Peters walks sellers and sales managers through Dynamics 365 Sales Insights, from the assistant and auto capture to…

Predictive Lead Scoring with Dynamics 365

2025-08-08 · Video on YouTube

Turn Dynamics 365 lead scoring into a revenue engine. This guide shows how D365’s AI turns behaviors (opens, replies, page views, meetings), firmographics, and sales outcomes into predictive scores—then converts those scores into next-best actions. You’ll get…

2025-08-08 – Predictive Lead Scoring with Dynamics 3652026-08-17 – Dynamics 365 Sales Insights - Simply Explained2025-082026-08
Timeline of episodes about Dynamics 365 Sales Insights

Articles about Dynamics 365 Sales Insights (3)

Frequently asked questions

What is Dynamics 365 Sales Insights?

It is a collection of AI and intelligence capabilities that sit on top of Dynamics 365 Sales and surface useful signals, so sellers need not search thousands of records manually. · From the episode: Dynamics 365 Sales Insights - Simply Explained

What features belong to Sales Insights?

The assistant, Auto Capture, Email Engagement, predictive lead and opportunity scoring, Sales Accelerator, relationship intelligence, Who Knows Whom, Talking Points, Conversation Intelligence, notes analysis and forecasting. · From the episode: Dynamics 365 Sales Insights - Simply Explained

What kind of signals can Sales Insights find?

An important activity may be overdue, a lead may resemble previously converted leads, communication with an important account may have declined, or an opportunity may show patterns of earlier successful deals. · From the episode: Dynamics 365 Sales Insights - Simply Explained

Which integrations does the episode mention?

The episode mentions Microsoft 365, Microsoft Teams and LinkedIn Sales Navigator as integrations. They connect Sales Insights with the tools sellers already use, so relevant information can come closer to their daily work. · From the episode: Dynamics 365 Sales Insights - Simply Explained

What is needed before turning on predictive lead scoring?

You need Dynamics 365 Sales with Sales Insights predictive scoring in your license and enough historical leads with closed status, both won and lost, with consistent close reasons so the model can learn. · From the episode: Predictive Lead Scoring with Dynamics 365

Glossary

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Sources

Maintained by Mirko Peters (Microsoft MVP) · Last updated: