Microsoft Dynamics 365 Sales Full Demo: AI-Powered CRM Walkthrough

In this in-depth demo, we explore the full power of Microsoft Dynamics 365 Sales—a robust, AI-enhanced CRM built for modern sales teams. Whether you're new to Dynamics or considering it for your organization, this walkthrough gives you everything you need to understand how the platform supports your entire sales process—from lead generation to closed deals.

🔍 What you'll learn in this video:

- How the AI Copilot works for lead summaries and email generation
- Using Sales Accelerator to prioritize outreach
- Seamless Teams Voice integration with call summaries & sentiment tracking
- Real-time sales forecasting, opportunity scoring, and pipeline management
- Creating quotes and sending proposals using PandaDoc integration
- How to move from lead to cash within one CRM

📅 Need help with Dynamics 365 Sales implementation or support?
Schedule a call with one of our CRM experts: https://straat.techg.group.com

⏱️ Timestamps:

00:00 – Introduction
01:04 – Dynamics 365 Sales overview
01:37 – User interface walkthrough
02:02 – Global search and quick actions
03:16 – Teams Voice integration
04:15 – In-app Teams chat
06:03 – AI Copilot & email generation
10:02 – Dashboards overview
11:20 – Accounts, Contacts & Leads
12:23 – Business process flow: Lead to Opportunity
15:04 – Sales Accelerator and lead scoring
18:07 – Timeline, assistant & relationship tracking
21:00 – Managing calls & up-next actions
23:02 – Call summaries, action items & keyword tracking
27:03 – Relationship analytics
31:27 – Opportunity tracking & forecasting
36:16 – Kanban view & pipeline visualization
39:33 – Predictive scoring & opportunity management
41:58 – Opportunity record deep dive
47:00 – Timeline, reminders, and forecasting fields
52:11 – Quotes and price lists
58:00 – Full quote management demo
1:02:27 – PandaDoc integration & proposal creation
1:08:57 – Tracking proposal activity & e-signatures
1:09:57 – Wrap-up & scheduling a CRM consultation

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