If you are a Customer Insights – Journeys user, this is not to be confused with Lead Scoring, but it could be something used in addition or to compliment the Lead Scoring. Or, just use it on its own as part of the premium Sales Insights features. From Microsoft, Predictive lead scoring uses a predictive … Continue reading Using Predictive Models for Lead & Opportunity Scoring

If you’ve been using sequences, one of the things that is going to be useful is the sequence reporting, an out of the box Power BI report that is embedded in to the Sales Hub app. It will show things like the Lead conversion rate, sequence success rate, and opportunity to win ratio. It can … Continue reading Enabling & Understanding Sales Sequence Reporting In Dynamics 365

The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven app by default. This is great if that is the app your sales managers and director are using, but what if you have a custom app? What a pain to have to switch back and forth between them. Fear not, we can … Continue reading Adding Sales Accelerator Items To A Model-driven App

Users can manage their Sales Sequence activities using the Sales accelerator work list which is great. However, what if they just want a list of all the Leads or Contacts (or other entity) that are currently in an active Sales Sequence, and what step of the sequence they are in? Or their manager wants to … Continue reading Add Sales Sequence Information To A D365 View

All of the posts in this series about Sales Accelerator and Sales Sequences have focused on the Sales Hub app so far. That’s great if that’s what you are using, but what about organisations with custom forms or a custom model-driven app? Don’t worry, we can add components that users can take advantage of in … Continue reading Add Sales Sequence ‘Up Next’ Section To D365 Form

As you start to use the Sales Sequence functionality in the D365 Sales Accelerator, you might find you have a lot of information that really use a quick and easy way to sort and categorise things. This is where tags can come in to help you filter and find them in a list a little … Continue reading Creating Sales Sequence Tags in Dynamics 365

Once you really start to use the Sales Accelerator functionality in Dynamics 365 and your users have work items (activities) they need to work through, there might be a LOT for them to review. As an Administrator, one way you can make things a little easier is to set up and customise filters & sort … Continue reading Creating New Filters & Sort Options For Sales Sequence Work Items In Dynamics 365

Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up your assignment rules for Leads and Opportunities. Right? A bit silly not to take full advantage of the functionality. First make sure you’ve gone through all of the work assignment settings and added in your seller logic to determine which sellers can have records … Continue reading Creating Dynamics 365 Sales Assignment Rules

Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based on languages they speak, territories they work within, or knowledge of products they might have. You also may only want to consider people with a specific security role to be eligible … Continue reading Work Assignment Settings For Sales Accelerator Assignment Rules