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Category: Sales & Customer Insights

Sales operations manager reviewing an AI-prioritized lead list on a dashboard screen in a modern office

Dynamics 365 Sales Home Lead Research Reaches GA. Read the License Fine Print First.

A sales operations director at a mid-market manufacturer spent part of August walking her CRO through the 2026 release wave 1 notes for Dynamics 365 Sales, and one line stood
Sales professional reviewing a CRM opportunity pipeline dashboard with risk indicators on a widescreen monitor

Sales Opportunity Agent Risk Criteria: A Configuration Guide

A sales operations director at a mid-size distributor recently asked a reasonable question during a forecast review: why had the Sales Opportunity Agent flagged a deal with a signed letter
Sales operations leaders reviewing a unified customer data visualization on a screen, representing predictive lead scoring built on clean CRM data.

Before You Budget for Predictive Lead Scoring in Dynamics 365, Fix Your Customer Data

A CFO signs off on a Dynamics 365 Sales Premium upgrade because the pitch is straightforward: let machine learning flag which leads are actually worth a rep’s time, and stop