Edit

Share via

Explore features included in the trial

  • Article

The Microsoft Dynamics 365 Sales trial includes several features to help you manage your pipeline, accelerate sales, project revenue, analyze your sales conversations through AI-powered conversation intelligence, and more.

If you haven't yet signed up for the trial, see Sign up for a free Dynamics 365 Sales trial. To learn the basics of using Dynamics 365 Sales, see this article.

Important

During your trial period, you'll have access to the Sales Trial app. Throughout this documentation, we refer to the Sales Hub app, which is the full version of the Sales Trial app. In the documentation links listed in this article, assume that any references to the Sales Hub app refer to the Sales Trial app.

Pipeline management

Managing a sales pipeline using leads and opportunities is one of the basic and key functions of any sales organization. Watch this brief video to understand how Dynamics 365 Sales helps you manage your pipeline:

Want to learn more? Read this article:

Sales accelerator

The sales accelerator in Dynamics 365 helps you to:

  • Prioritize your customer list quickly by using an intelligent work list. The work list helps you reach out to the next best lead or opportunity by displaying relevant sales information and customer context.
  • Define sequences for different scenarios that your sales team is likely to encounter. Scenarios help sales teams to be consistent because they know the steps they need to take to move the deal forward.
  • Create rules to automatically assign leads and opportunities to your sellers.

Watch this brief video to get a sneak peek into the sales accelerator:

Want to learn more? Read these articles:

Sales forecasting

Project accurate revenue with sales forecasting. A forecast helps your organization predict how much revenue your sales team will generate in a given time frame.

Watch this brief video to get a sneak peek into forecasting:

Want to learn more? Read these articles:

Conversation intelligence

Conversation intelligence uses analytics and data science to gather data from sellers' call recordings and Dynamics 365 Sales.

Watch this brief video to get a sneak peek into conversation intelligence:

Want to learn more? Read these articles:

Teams collaboration

Engage in a Teams conversation inside your trial app. While working on a sales record, you can start a new Teams chat or link an existing chat to the record to collaborate without switching contexts.

Watch this brief video to get a sneak peek into the Teams collaboration feature in Dynamics 365:

Want to learn more? Read these articles:

Mobile app

The Dynamics 365 Sales mobile app is optimized for core field seller scenarios to help sellers use the time that they spend traveling on the road to meet customers.

Watch this brief video to get a sneak peek into the mobile experience:

Want to learn more? Read these articles: