Dynamics 365 Sales Insights

Dynamics 365 Sales Insights helps increase your sales with the help of AI-driven insights that promote personalized engagement and proactive decision making to help build relationships.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Contact
Name Microsoft
URL Microsoft LogicApps Support
Microsoft Power Automate Support
Microsoft Power Apps Support
Connector Metadata
Publisher Microsoft
Website https://dynamics.microsoft.com/ai/sales-insights/

Creating a connection

The connector supports the following authentication types:

Default Required parameters for creating connection. All regions

Default

Applicable: All regions

Required parameters for creating connection.

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Choose custom action (CRM process) for insight card (Preview)

The output of this step should be used in the "Create card for assistant V2" step, when Button type is Custom action (CRM process)

Create card for assistant

Create Card for Sales Assistant.

Create card for assistant V2 [DEPRECATED]

This action has been deprecated. Please use Create card for assistant V3 instead.

Create Card for Sales Assistant.

Create card for assistant V3 (Preview)

Create Card for Sales Assistant.

Choose custom action (CRM process) for insight card (Preview)

The output of this step should be used in the "Create card for assistant V2" step, when Button type is Custom action (CRM process)

Parameters

Name Key Required Type Description
Environment (org)
organization True string

Choose the Dynamics 365 environment (org) in which you want to create the insight card.

Filter by entity
entityname True string

Choose the primary entity that the custom action is associated with (custom values are not supported)

Custom action (CRM process)
customaction True string

Choose the custom action to use (custom values are not supported)

Custom Action parameters
body True dynamic

Custom action parameters

Returns

Represents a custom action for insight card.

response
ActionDetails

Create card for assistant

Create Card for Sales Assistant.

Parameters

Name Key Required Type Description
Environment (org)
organization True string

Choose the Dynamics 365 environment (org) in which you want to create the insight card.

Button entity
actiontype string

Choose the entity if button type is Open Entity.

Display entity
regardingobjecttype string

Choose the entity where this card should be shown.

Card name
cardname True string

Simple text only (no dynamic content or expressions). Card name is shown in the insight card list and at the top of the card.

Card header
title True string

Enter a title to appear in the card header.

Card text
description True string

Enter text for the body of the insight card.

Button type
action True string

Choose a button type.

Button URL/record ID
actionparam True string

Enter the URL or record ID that the button should open.

Display record ID
regardingobjectid string

Enter the dynamic value with the record ID for the display entity.

Show for
ownerid string

Enter a dynamic value to define who should see this card (usually "Owner").

Show from
startdate string

Set how long after a card is generated it should be shown. Default is immediate - utcNow().

Show until
expirydate string

Set how long after a card is generated it should expire. Default is 24 hours - utcNow().addHours(24).

Returns

Create card for assistant V2 [DEPRECATED]

This action has been deprecated. Please use Create card for assistant V3 instead.

Create Card for Sales Assistant.

Parameters

Name Key Required Type Description
Environment (org)
organization True string

Choose the Dynamics 365 environment (org) in which you want to create the insight card.

Card name
cardname True string

Simple text only (no dynamic content or expressions). Card name is shown in the insight card list and at the top of the card.

Card header
title True string

Enter a title to appear in the card header.

Card text
description True string

Enter text for the body of the insight card.

Primary action text
actionname True string

Enter the text that should appear on the button (for example: open email)

Primary action type
actiontype True string

Choose an action type.

Button type details
body True dynamic

Button type details

Card behavior after primary action click
postoperation string

Choose whether the card should be dismissed, snoozed, or should persist after the button is clicked. Default is persist.

Secondary action text
secondaryactionname string

Enter the text that should appear on the button (for example: open email)

Secondary action type
secondaryactiontype string

Choose an action type.

Card behavior after secondary action click
secondarypostoperation string

Choose whether the card should be dismissed, snoozed, or should persist after the button is clicked. Default is persist.

Display entity
regardingobjecttype string

Choose the entity where this card should be shown.

Display record ID
regardingobjectid uuid

Enter the dynamic value with the record ID for the display entity.

Show for
ownerid uuid

Enter a dynamic value to define who should see this card (usually "Owner").

Show from
startdate date-time

Set how long after a card is generated it should be shown. Default is immediate - utcNow(). (UTC format: yyyy-MM-ddTHH:mm:ssZ)

Show until
expirydate date-time

Set how long after a card is generated it should expire. Default is 24 hours - utcNow().addHours(24). (UTC format: yyyy-MM-ddTHH:mm:ssZ)

Returns

Create card for assistant V3 (Preview)

Create Card for Sales Assistant.

Parameters

Name Key Required Type Description
Environment (org)
organization True string

Choose the Dynamics 365 environment (org) in which you want to create the insight card.

Body field details
body True dynamic

Body field details

Primary action type
actiontype True string

Choose an action type.

Secondary action type
secondaryactiontype string

Choose an action type. Ensure Primary action type is not None.

Display entity
regardingobjecttype string

Choose the entity where this card should be shown.

Display record ID
regardingobjectid uuid

Enter the dynamic value with the record ID for the display entity.

Show for
ownerid uuid

Enter a dynamic value to define who should see this card (usually "Owner").

Show from
startdate date-time

Set how long after a card is generated it should be shown. Default is immediate - utcNow(). (UTC format: yyyy-MM-ddTHH:mm:ssZ)

Show until
expirydate date-time

Set how long after a card is generated it should expire. Default is 24 hours - utcNow().addHours(24). (UTC format: yyyy-MM-ddTHH:mm:ssZ)

Returns

Definitions

ActionDetails

Represents a custom action for insight card.

Represents a custom action for insight card.

Custom action for insight card
string