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Dynamics 365 Apps
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How does this affect me?
With the sales operations business function, you get an AI-powered experience designed specifically for sales and revenue operations scenarios. It enables unified analysis from data across multiple data sources, including Dynamics 365 Sales data and operational data from Fabric lakehouse.
Custom data uploads allow you to include supplemental datasets (for example, spreadsheets or external operational files) that aren't stored in CRM or lakehouse.
The business function includes predefined sales operations insights that correlate CRM and operational data to answer common operational questions, including:
- Performance versus target and quota attainment
- Pipeline coverage relative to revenue goals
- Variance between forecasted, actual, and invoiced results
- Identification of operational and revenue risk
What action do I need to take?
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Get sales operations insights in Sales Research Agent.