Configuring Sales Acceleration Reporting (PREVIEW) Feature in Dynamics 365 CE

Introduction:

The Sales Accelerator in Dynamics 365 CE provides a digital selling customized experience to the sales team. Using this feature, sales team can prioritize customer lists and create worklists that help in making every communication successful.

Recently when I was setting up “Sales Accelerator” in Dynamics 365 CE 2021 wave2 version, I came across a couple of enhancements that would make the sales team’s life easy:

1. “Go to seller experience” feature: a hyperlink option that will quickly navigate you to “Sales Accelerator” work items UI under sales area.
2. “Sales acceleration reporting” PREVIEW feature: a feature that uses AI to display KPIs and metric charts for all sequences that are related to leads and opportunities over the months.

It provides real-time analytics based on data and predictive information that can help the sales manager in accelerating the sales performance of the team. It leverages reporting capability to filter the data based on…

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