Tag: Sales Navigator

Overview of Microsoft Relationship Sales

This blog post continues with the study related material for MB-900 and focuses on Microsoft Relationship Sales. Microsoft Relationship Sales is an additional module in Dynamics 365 which links LinkedIn Sales Navigator with Dynamics 365 for Sales by leveraging LinkedIn relationships and company information. This integration between LinkedIn and Dynamics 365 will allow sales associates access to powerful relationship information from within Dynamics 365 for Sales.

LinkedIn Sales Navigator integration allows users to see headlines, activities, news and other related information about their contact directly inside Dynamics 365. Users can see shared contacts in order to facilitate icebreakers and encourage introductions to new prospects. LinkedIn InMail and PointDrive can be shown as activities and the LinkedIn user images can be displayed directly inside Dynamics 365. All this information can then be used in Dynamics 365 sales playbooks and with the AI for sales to strengthen the relationships between the sales associate and their contacts.

Embedded Intelligence is included as part of Dynamics 365 for Sales and adds powerful features for helping to manage relationships with contacts, especially in conjunction with Microsoft Relationship Sales. This is a suite of features that works in conjunction with data stored in Dynamics 365 and Microsoft Exchange. These features include relationship assistant, email engagement and auto capture. Relationship assistant analyzes data to generate cards detailing recommended actions to take based on the current context of the user. Email engagement will help users to keep track of emails that are sent, viewed, responded to, as well as attachments and links viewed as activities. Auto capture analyzes relevant email addresses in Microsoft Exchange and tracks them from within Dynamics 365.

All the data collected from LinkedIn, Exchange, and Dynamics 365 can be uniquely analyzed with Dynamics 365 AI for Sales. The sales specific AI can analyze relationship information, predict lead and opportunity scores, analyze notes, and even offer talking points to customers and prospects.

Relationship Sales Video from Microsoft Learn