Work with Dynamics 365 Sales insights

Dynamics 365 Sales Insights uses AI to help you build and sustain good customer relationships. In this module, you learn about configuring Sales Insights.

Building a strong, long-term relationship with a customer takes time and effort. Account executives need to communicate with customers regularly and maintain a complete understanding of who that customer is and what they need. This module focuses on Dynamics 365 Embedded Intelligence. Businesses can use it to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights.

Showing the right insights at the right time can make a significant difference in productivity. Providing relevant insights to your sellers is important and is also a difficult task. Sales Insights provide many insights out-of-box through Relationship Assistant, but over time we identified that every organization and every sales team are different. To help ensure the assistant is still relevant, we allowed you to add customized insights and display for your teams. Using the Microsoft Power Automate, the Assistant studio allows you to create insights through low code no code.

In this module, you'll learn how to create various custom insights using Power Automate. The following tutorials help you get started with a basic custom insight, a hello world equivalent, and we gradually increase the complexity as we go along.

Salespeople engage with multiple customers every single day. They're responsible to qualify leads, nurture opportunities and to do so they need to be laser focused and act effectively in a timely manner. Sales organizations continuously invest in ongoing training and coaching so that salespeople are familiar with best practices and operate according to the business processes recommended in their organization. Sequences help sellers align to these processes by following a predefined set of consecutive actions reflecting their sales organization best practices. In this module, you learn how to create and manage sequences for your organization. The following tutorials help you get started with creating a basic sequence, connecting it to a record, modifying it, and so forth.