Understand how sellers are using suggested actions
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, or analysts, automatically | - |  Jan 18, 2020 |
Business value
Sellers are busy and need to keep track of numerous customers and a wide range of sales materials. Organizations also invest significant time and resources producing materials and guidance to maximize revenue. Giving sellers the right information in the right context can help ensure they leverage their sales materials, which helps to maximize ROI and improves the selling process.
We're empowering sales organizations so you can create suggested actions in the flow, delivered to sellers via Assistant, meeting sellers wherever they are. This will help to ensure the most pertinent information is promoted and to avoid unnecessary distractions. We're offering measures to help maximize the usage and health of suggested actions and to help you understand the impact of sales guidance. These measures highlight which sales materials are used and whether they are useful for sellers, ensuring suggested actions are more targeted, better prioritized, and drive impact.
Feature details
Understand the usefulness of a suggested action: To understand the usefulness of an insight card, organizations need to understand how each suggestion is used. Measures for each suggested action include:
- How often was a suggested action shown, and to how many sellers?
- How often did sellers interact with a suggested action and what was the interaction?
- How many sellers gave positive or negative feedback via dedicated buttons?
To ensure this information is easy to access, health information is also shown as part of the manage insight-cards tab within the studio.
See also
View card usage metrics (docs)