Benefit from enhanced insights
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 |
|---|---|---|
| End users, automatically |  Feb 6, 2020 |
Apr 1, 2020 |
Business value
Companies deliver guided selling to keep sellers on track and to enforce successful selling strategies. Sellers often struggle to get the information they need to achieve successful outcomes. This means valuable steps that are key to achieving success might be overlooked. Sales Studio empowers sales enablement managers to surface sales guidance at the right time and in the right context, so no step is skipped and no relevant information untapped.
In previous releases, we introduced next-best-action recommendations. As part of our commitment to make our AI-driven experiences better, we are continually introducing enhancements that make sales guidance contextual and impactful. New capabilities help sellers gain more control as well as introduce additional information and relevant actions to help get things done in the moment.
Feature details
- Improved user interface: Have a new and modern layout for insight cards based on the adaptive cards’ infrastructure. With the new layout, the content of the card is better organized and supports the option to perform advanced actions directly from within the cards, so sellers are more productive without changing context.
- Group insights by sections: Group cards by card type. Cards with 100% confidence, like task due today or opportunity due soon or upcoming meeting will be in the notification section while cards with a lower level of confidence that are based on predictive models and heuristics will be in the insight sections. The separation into these two sections helps organizations to provide better guidance and focus to their sellers through cards.
- Drill down to receive more context: Benefit from the flexibility to drill down into cards to receive more information so sellers can always have all the information they need to choose the best course of action.
