1. Matthew Panzano
Solution Architect

2. Dynamics 365 AI for Sales
Overview

3. What do you get – No Additional License
Relationship Assistant – Those neat cards (new colors ) that remind you if you haven’t followed up on a lead, or missed an important .
Engagement – tracks s sent,  if opened, if recipient opened an .
Auto Capture – Intelligent Data Capture

4. What do you get –Additional License
AI for the Sales User – $50 per user / per month
Predictive lead scoring – uses a machine learning model – based on likelihood they are to become an opportunity. 
Opportunity scoring – uses a machine learning model that helps determine the likelihood of a opportunity to be closed as won
Relationship Analytics or Relationship Health – the fancy Tab on the Opportunity that shows you the overall health of an opportunity based on the interactions with the customer.  It uses office 365, CRM, Azure to track activities.
My open opportunities by relationship – the system view with the red/yellow/green toggles (showing the state) and the trend arrows showing whether or not the interactions is improving , declining or steady

5. What do you get – Additional License
AI for the Managers – Public Preview
Team performance – time spent with a customer, Are reps talking following the message over the phone- conversational best practices
Pre Formatted reports and analytics
Coaching Reports
Slicing & Dicing Metrics (similar to PowerBI)
Q&A dynamic question inquiries (similar to PowerBI)
Stand Alone Reporting

8. https://dynamics.microsoft.com/en- us/ai/customer-insights/
Hot off the Press
Customer Insights
us/ai/customer-insights/

9. Dynamics 365 AI for Sales
Installation

10. How to Get Started
Dynamics 365 Version 1612 ( ) (DB )
System Administrator Rights
Good Idea to read the documentation
engagement/sales-enterprise/configure-enable-sales- insights-addon
Data takes 24 hrs to appear (and you need lots of it !!)
Additional Forms for Relationship Analytics will be added
Remember to get a Trail or purchase a license !!
Patience (This is still in preview)
This Photo by Unknown Author is licensed under CC BY-SA

16. Dynamics 365 AI for Sales
Demonstration