- Module 1: Learn about configuring Sales Insights.
- Create insight cards with Assistant studio.
- Configure productivity intelligence.
- Configure Connection insights.
- Configure predictive models.
- Module 2: Building a strong, long-term relationship with a customer takes time and effort. Account executives need to communicate with customers on a regular basis and maintain a complete understanding of who that customer is and what they need. This module focuses on Dynamics 365 Embedded Intelligence, which businesses can use to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights.
- Deploy and configure advanced relationship cards.
- Use the auto capture feature to identify relevant communications.
- Configure and consume the email tracking feature.
- Set up the Sales Insights and Relationship health feature.
- Module 3: 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 will 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.
- Create a basic insights card.
- Create a sample insight.
- Configure a weekly insight.
- Create a reminder insight.
In this module, you will learn how to:
In this module, you will:
In this module, you will:
