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- Learn about configuring Sales Insights.
This module explains how to:
- Create insight cards with Assistant studio.
- Configure productivity intelligence.
- Configure Connection insights.
- Configure predictive models.
- 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.
This module explains how to:
- 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.
- Discover how to boost productivity by creating custom insights using Microsoft Power Automate in Dynamics 365 Sales Insights.
In this module, you'll:
- Create a basic insights card.
- Create a sample insight.
- Configure a weekly insight.
- Create a reminder insight.
- 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.
This module explains how to:
- Create a basic sequence.
- Connect a sequence to a record.
- Disconnect a sequence from a record.
- Edit a sequence.
- Establish a flow to automatically connect sequences to records.
