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Dynamics 365 Sales Insights

Increase your sales with the help of AI-driven insights that promote personalized engagement and proactive decision making to help build relationships.

Make the benefits of AI a reality for your business

Empower field sellers, inside sales, and managers with AI-driven insights to generate more revenue, increase efficiency, and reduce costs. Take advantage of AI now with Dynamics 365 Sales Insights.

Sell smarter with AI-driven insights

Find the best opportunities

Increase conversion and win rates by using machine learning to prioritize leads and opportunities with the highest likelihood to convert and buy.

Make connections

Secure warm introductions from colleagues who already have active relationships with prospects based on Microsoft Exchange data. Build trust with AI-guided selling, including talking points and next best actions.

Get more done

Save time with contextual, real-time prompts that suggest new records to create as sellers enter notes. Keep track of customers with a single relationship health score that represents relationship health and risks.

Stay agile

Configure AI-driven insights easily with a powerful and flexible no-code tool that can adapt to the evolving needs of your sales team (now in preview).

Sales Insights application for managers now in preview

Transform inside selling

Turn every seller into a high performer by using call intelligence. Provide coaching based on automatic capture and analysis of sales conversations that reveal customer sentiment and conversation effectiveness.

Gain strategic insights

Make data-driven decisions that position your business for success and revenue growth. Capture the voice of the customer and spot emerging competitive and market trends with call intelligence.

Predict success

Plan for the future with AI-driven forecasting. Increase accuracy and speed by analyzing historical data to predict future revenue across your entire sales team.

Track performance

Lead proactively throughout the sales cycle with interactive reports that include sales, pipeline, and deal metrics. Get answers instantly with rich visualizations using natural language-based Q&A embedded directly in the application.

image of Sales insights screen


Dynamics 365 Sales Insights*


Per user/month

*Available as an add-on to Dynamics 365 for Sales Enterprise, Customer Engagement Plan, and Microsoft Relationship Sales. Must be deployed in the same geo as the Dynamics 365 instance.

Learn more about Dynamics 365 for Sales Explore all Dynamics 365 pricing Download the Dynamics 365 licensing guide

Explore additional resources

Get started quickly, understand business scenarios, and get product updates.

Learn about market availability and future expansion.

See how sellers benefit from AI-driven insights.