Module 6: Work with Dynamics 365 Sales Insights

Instructor Demo – Sales Insights

Scenario

One of the primary selling points of Dynamics 365 Sales to World Wide Importers (WWI) was the integration of Artificial Intelligence (AI) to make sales data immediately actionable for their sales users. You are a functional consultant configuring Dynamics 365 Sales for World Wide Importers. You have been tasked with enabling out of the box Insights functionality so that users can use tools such as the relationship assistant, productivity cards and email intelligence. In this lab, you will enable Sales Insights and explore the settings.

Important Note: This lab will provide you with an actual Dynamics 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Dynamics 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Dynamics 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 – Sales Intelligence

Task 1 – Review Personal Configuration

  1. Go to your Dynamics 365 Sales Hub application.

  2. Click on the Sales button at the bottom of the left menu and click on the Sales Insights settings button.

  3. Examine what is available by default.

Task 2 – Enable and explore Sales Insights

In this task, you will enable Assistant, Email Engagement, and Auto Capture.

  1. In Sales Insights settings, confirm that you are on the Overview tab.

  2. Scroll down to the Terms of service section and click the I agree button.

  3. Assistant and Auto capture should now have Manage > links next to their tabs.

  4. Click on the Manage button next to Assistant.

  5. You will be taken to the Relationship Assistant tab. Review and explore the available cards.

  6. Select the Recent Meeting card and explore the card details. Toggle the card to Off. This card is now disabled.

  7. Click Save.

  8. Return to the list of available cards. Recent Meeting should no longer be visible at the top of the list.

  9. Return to the Overview tab.

  10. On the Overview tab, click Manage > next to Auto capture.

  11. Confirm Auto capture is enabled via the toggle.