From the Microsoft Dynamics 365 CE/CRM Blogs: Boost sales productivity; Segments and triggers; Update entity records; AI to enhance lead management

In this review of the Dynamics 365 CE/CRM blogs: 

• Three tools in D365 Sales that can boost your productivity
• Understanding segments and triggers in D365 Customer Insights – Journeys
• Update any number of entity records using Microsoft Excel Online
• Sales qualification agent 

Three tools in D365 Sales that can boost your productivity

Writing on the CRM Software Blog, Jim Bertler from Logan discussed three tools that can support your sales process, improve follow-through, and create a better experience for customers. These tools are:

• Suggested actions: This tool recommends the next best step for every deal so sellers stay on track and don’t miss important tasks.
• Enhanced user interface and hierarchy view: This tool gives sellers a clear visual map of how accounts, contacts, and opportunities are connected.
• Sales research agent: This tool provides instant, AI-generated insights and reports based on simple, natural-language questions.

Understanding segments and triggers in Customer Insights – Journeys

On the Stoneridge Software blog, Jeff Spehn wrote about how to build audiences using segments and triggers in Dynamics 365 Customer Insights - Journeys, then reach those audiences with automated, highly personalized journeys that improve timing and targeting.