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
Flow Premium All Flow regions except the following:
     -   US Government (GCC)
PowerApps Premium All PowerApps regions except the following:
     -   US Government (GCC)

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create card for assistant

Create Card for Sales Assistant.

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