Powerful sales solution for Dynamics 365 Sales.

Microsoft Dynamics 365 Sales Insights is an add-on solution that makes recommendations on how to enhance sales communications and prioritise pipelines based on information gleaned from Dynamics 365 Sales and wider communication channels such as email, calls and Linkedin.

In a busy sales environment, it can be easy to miss buying signals or not respond to the most recent piece of communication. Equally, remembering what stage each deal is at can be tricky when operating at scale.

Sales Insights helps make the task easier, tracking the state of opportunities and recommending how they can be converted faster.

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Features For Sales Teams

Dynamics 365 Sales Insights is available as Standard and Premium offerings.

Features of the Standard offering include:

Guided Selling: AI-powered analysis and recommendations on communication and best course of action based on information from Dynamics 365, Exchange and wider sources.

Productivity Intelligence: Automatic prompts to track emails to sales leads and opportunities, recommendations for new useful sales contacts and recommended ways to create more personalised and engaging content for your prospects.


dynamics 365 sales insight


The Premium offering takes these features and adds:

Sales Accelerator: Offering guidance on how to approach customers and likely routes for conversion based on multiple data sources

Note Analysis: Automatic recommendations for courses of action based on notes made during meetings

Connection Insights: Links communications to sales KPIs to indicate the fastest way to achieve sales success. This includes information from calls, keyword detection from emails and sentiment analysis. Connection insights can also show you the perceived state of the relationship, routes to decision-makers based on your existing contacts and suggestions of talking points based on previous communication for your organisations.

Predictive lead and opportunity scoring: Scoring that indicates the likelihood that leads and opportunities will convert and the potential revenues, allowing you to go after the most likely sales.

Dynamics 365 Sales Insights with Akita

Akita is an experienced  Microsoft Dynamics developer and can include Sales Insights as part of any Dynamics 365 Sales deployment.

We can also deliver it as a standalone project, adding it with your existing Dynamics 365 instance and integrating your communication channels to provide maximum sales awareness.

Sales Insights is included with Dynamics 365 Sales Premium licences. As a Microsoft Tier 1 CSP partner, we can help organisations upgrade their existing Dynamics 365 Sales licences to gain access to this feature.

For Dynamics 365 Sales Insights costs, get in touch: