As true a statement as it always has been!)Īdditionally, after enabling relationship insights you will have access to a new chart that will plot a relationship pipeline. I suggest you experiment with you data as you may get better results than I did from my poor quality data. The screen shot below (from Microsoft!) shows a possible more useful view of relationship data. As in my test data I had actually spent very little or no time working on my test opportunities! But hopefully you appreciate the idea of relationship insights!! You can see below one of the challenges I faced in truly testing this option. Time spent on this opportunity by the team.You can see below that I now have a viw of my opportunities by relationship. You will now to able to rate your opportunities based on the health of the associated custom relationships.
Microsoft dynamics 365 for sales how to#
Once enabled you can select how to weight various activities and on what frequency you expect to need to communicate with your typical customer. Clicking configure will take you to the tab to configure relationship analytics, shown below As Sales Insights is constantly evolving you may find it contains information I haven’t referenced here īefore using relationship analytics to help prioritize customer you will need to configure it. I found the following link useful during my revision. For example, to make predictions about lead conversions we need a volume of past conversations for the machine learning algorithms review and identify patterns. I said “attempt” in this introduction as some features are preview features and also some rely on having a significant amount of data! Others may also require specific licenses.
Microsoft dynamics 365 for sales install#
(Screen shot below shows my install about to start!) They will check that the Sales Insights solution is installed and if missing simply install it. They’ll simply need to load the Dynamics 365 admin center and use the manage solutions option on your instance. If Sales Insights hasn’t been installed you might need to ask your administrator to do that before you can configure it. (You may also still find the system configuration for Sales Insights there!) Previously this same settings option was available from the “Sales Insights” option in the advanced settings. Then load the “System Configuration” option you’ll find under the sales intelligence heading. Simply load the app and navigate to “App Settings”. You will find the AI setup options in the “Sales Hub” app. Sales Insights – connection insights, predictive scoring, talking points and more.īefore you can use any of these feature you must accept the privacy statement and then configure each one.Auto capture – view details from your inbox in Dynamics and easily track.Email Engagement – Follow emails, set reminders etc.Assistant (Formerly known as Relationship Assistant) – Uses AI to show contextual insights to sales people.Sales Insights covers multiple features! Including Additionally, I have highlighted configure relationship cards, as whilst configuring Sales Insights. You will see that sales insights are mentioned in the skills measured statement within the section headed “Perform Configuration”. This time I will cover the concepts around sales insights. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam.
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision.
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