Consultant demos
Three CRM demos a day means three Worksnips an afternoon. The recap arrives before the prospect's coffee gets cold.
Solution · Dynamics 365 Sales
It knows the difference between a
Lead, an Opportunity, and a Quote.
Worksnip recognises Microsoft Dynamics 365 Sales (the app formerly known as Microsoft CRM) out of the box. The narration matches what the screen is actually doing — so the writeup is right the first time, not the third.
What it understands
Real Dynamics 365 Sales vocabulary, not generic UI talk.
Qualifying versus disqualifying. Lead versus Opportunity. Quote versus Order. Pipeline stage versus probability. The terms your team would actually use — used correctly, every time.
Speaks the language
Lead, Opportunity, Quote, Sales Order, Business Process Flow, Sales Hub — named correctly, used in context.
Knows the workflows
Lead-to-opportunity qualification, adding products, generating a quote, advancing pipeline stages, closing as won — Worksnip already knows what each click usually means.
Stays accurate
Explanations are grounded in real Microsoft Dynamics 365 Sales reference material — not the model's best guess.
What your team gets
Senior-consultant narration, on every step.
The same workflow you'd walk a junior consultant through — written for you, on the spot. When a step has a definitive answer, the explanation is marked Source-cited so trainees know they can trust it.
STEP 06 — NARRATION (LONG)
Click Qualify to convert the lead. Qualifying closes the lead record and creates an Opportunity, carrying the contact and account forward so the deal can move into your pipeline's first stage. Source-cited From there, add products to size the deal and the Business Process Flow guides it toward Close. Source-cited
Who it's for
Four jobs, same capture.
Sales-team enablement
Onboard new reps on your exact qualification and quoting process — a permanent reference they return to mid-deal, not a one-off session.
Internal SOPs
Capture the senior consultant's qualify-to-quote workflow once. Future hires watch the same recipe in their first week — narrated, source-backed, searchable.
Customer onboarding
Send one link; the recipient picks Flick to learn, Brief to print, Reel to play in the background. Same content, four postures.
Pricing
Dynamics 365 Sales expertise, built in.
The D365 Sales specialty is part of the product, not a separate add-on — it ships in the same software-aware narration engine that powers our Business Central pack. Publish a Premium guide and the Sales grounding comes with it.
Bring it into every CRM demo.
No credit card. Works in Chrome 94+.