Transcribed
Dynamics 365 Sales Accelerator - Simply Explained
Aug 17, 2026 ·
17m 22s
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Dynamics 365 Sales Accelerator - Simply Explained
Description
Sellers juggle inboxes, calendars, CRM records and reminders and still miss the leads that matter most. This Simply Explained episode shows sales teams and managers how Dynamics 365 Sales Accelerator,...
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Sellers juggle inboxes, calendars, CRM records and reminders and still miss the leads that matter most. This Simply Explained episode shows sales teams and managers how Dynamics 365 Sales Accelerator, with its Up next work list, sequences and customer context, brings focus and repeatable follow-up to the daily sales routine.
In this episode
Key takeaways
Worth quoting
“Think of sales accelerator as a guide beside your desk, not a robot taking your chair. It helps you spend less effort finding the work, leaving you more room to do the part only a person can do, listen, respond and build trust.” – Mirko Peters (05:41)
“Predictive scoring sounds technical, but the idea is simple. It gives each lead a signal based on patterns in the sales data.” – Mirko Peters (06:36)
Explore more on M365.FM
Follow and rate M365.FM in your podcast app, and join the free M365 community at m365con.net.
Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-microsoft-365-azure-cloud-power-platform-ai--6704921/support.
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In this episode
- 00:00 – Intro: deciding what to do next in sales
- 00:29 – Why sales work gets fragmented
- 03:07 – What Sales Accelerator actually is
- 05:57 – Up next: deciding who deserves attention
- 09:15 – Sequences: a repeatable plan for follow-up
- 12:44 – Customer context, insights and connected work
- 15:56 – A day with Sales Accelerator and who it fits
Key takeaways
- Sales Accelerator is a guided workspace inside Dynamics 365 Sales that turns a large pool of CRM records into a practical daily work list.
- The Up next work list uses predictive scoring, company rules and recent activity to surface priorities, while sequences provide repeatable follow-up steps.
- Customer context and AI summaries support preparation, but sellers still own the conversation, and sequence capacity depends on the Sales Enterprise or Premium license.
Worth quoting
“Think of sales accelerator as a guide beside your desk, not a robot taking your chair. It helps you spend less effort finding the work, leaving you more room to do the part only a person can do, listen, respond and build trust.” – Mirko Peters (05:41)
“Predictive scoring sounds technical, but the idea is simple. It gives each lead a signal based on patterns in the sales data.” – Mirko Peters (06:36)
Explore more on M365.FM
- Episode page: the full episode with chapters, quotes and FAQ on Sales Accelerator
- Dynamics 365 Sales – the CRM that holds customer records and opportunities, with Sales Accelerator built inside it
- Dynamics 365 – the platform behind Dynamics 365 Sales, where Sales Accelerator's guided work list lives
- Microsoft Outlook – one of the scattered places where customer emails and follow-ups pile up for sellers
- Microsoft Teams – mentioned as a channel where leads come up and as a connected tool for outreach
- Related episode: Dynamics 365 Relationship Intelligence - Simply Explained
Follow and rate M365.FM in your podcast app, and join the free M365 community at m365con.net.
Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-microsoft-365-azure-cloud-power-platform-ai--6704921/support.
Information
| Author | Mirko Peters M365, Azure & AI |
| Organization | m365 FM |
| Website | www.m365.fm |
| Tags |
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