Guide sellers with next best actions through the Assistant Studio

Enabled for	Public preview	General availability
End users by admins, makers, or analysts	Apr 1, 2019	Oct 1, 2019

Business value

Sellers are busy. They spend significant time collecting information, reaching out to peers, and preparing for customer engagements. All the while, they ensure that they follow up with the right customer, at the right time, and in the right way. Suggested actions can help sellers optimize their next best action and can help save time and maximize effectiveness, improving overall sales productivity.

In April 2019, we started offering organizations the ability to create custom suggested actions for sellers. These suggested actions empower organizations to transform the sales process by helping guide sellers with more targeted suggestions. Organizations can use events from many systems and define conditions to describe circumstances under which each suggestion will be surfaced. This provides flexibility when guiding sellers in their business processes. The guidelines proactively push the right information into the seller’s workflow at the right moment. By streamlining business practices and introducing more predictability into sales motions, the studio helps organizations enforce best practices and transform productivity, guiding sellers on a path to close deals faster and increase revenue.

Feature details

• Guide sellers with customized suggested actions: Use Power Automate and the studio to create new insight cards that adhere to particular sales processes and are delivered to sellers at the right moment via the Relationship Assistant and other surfaces. Suggested actions can be based on events triggered by over 200 services registered with Power Automate, such as emails received or updates in Dynamics 365 Sales, offering unique flexibility to adhere to every organizational best practice.
• Target roles for personalized guidance: Select the addressable audience for each action, to target suggested actions at the right seller roles, ensuring the right content is surfaced to the right individual at the right time. When the context is right, sellers are more likely to leverage sales materials.
• Benefit from enhanced experiences: As part of our commitment to customers, we are actively listening to feedback and improving experiences accordingly. Users can now search for cards they have created, benefit from more filters, and enjoy a more streamlined experience. Notably, the flow creation experience is embedded into the studio to save unnecessary context switching.

See also

Feature exploration (video)

Insight cards reference (docs)