Insight cards reference

Insight cards help keep you up to date with your work in Dynamics 365 Sales, letting you know when you need to follow-up on an email, attend a meeting, and much more. They're displayed throughout the application to provide relevant information for the context you're working in. The cards are generated by the assistant based on data stored in Dynamics 365 Sales and your Exchange inbox and calendar. This topic lists each of the available cards and provides details about what each card does, how it gets generated, and how you can use it. More information: Use Sales Insights Assistant to guide customer communications

Note

Your system administrator must enable the assistant before you can try it out. For prerequisites, how to enable the feature, and how to set it up, see Configure Sales Insights Assistant.

The assistant displays cards in the following categories:

Upcoming meetings

The following cards are available under Upcoming meetings.

Note

Premium insight card types require a Sales Insights or Sales Navigator license.

Meeting today/Meeting today (Exchange) Upcoming meeting/Upcoming meeting (Exchange) Related news
Nearby customers
Insight card Type Description
Meeting today
Insight card for meeting today
Meeting today (Exchange)
Insight card for meeting today exchange
Standard Description:
Tells that you have a meeting scheduled for today.
The Meeting Today card is derived from your appointments in Dynamics 365 Sales organization.
The Meeting Today (Exchange) card is derived from you Exchange server.
Features:
Shows the meeting title, with a link to the meeting record. Shows the meeting description, location, start time, and key participants Open the detailed view to see the regarded entity and a collection of closely related insight cards, including relevant people, companies, opportunities, near by customers, news, and more.
Actions:
Open Appointment
Email Attendees
Upcoming Meeting
Insight card for upcoming meeting
Upcoming Meeting(Exchange)
Insight card for upcoming meeting exchange
Standard Description:
Tells that you have a meeting scheduled to start in 30 minutes or less. When available, this card is given highest priority and appears at the top of the stack. That way, you'll have all of your important meeting information available.
The "meeting today" card is similar, but it's shown all day until the meeting ends, provides fewer features, and is given lower priority.
Features:
Shows the meeting title, with a link to the meeting record.
Shows the meeting description (shortened for space if needed).
Shows the regarding record (with link).
Shows a list of attendees (with link to the full list if there's more than four).
Displays a map of the location (if relevant and available; not for online meetings).
Open the detailed view to see a collection of closely related insight cards, including relevant people, companies, opportunities, news, and more.
Actions:
Join Meeting
Email Attendees
Related News
Insight card for related news
Standard Description:
The card displays news headlines related to companies that are participating at the meeting. It's shown in the card details view when you tap a meeting card from the assistant feed.
Features:
Shows the date when the news was last updated.
Thumbnail image and headline for each found article. Click to view the full article.
Nearby Customers
Insight card for nearby customers
Standard Description:
The card finds customers that are located near by the meeting location. It's shown in the card details view when you tap a meeting card from the assistant feed.
Features:
Shows the top three near by customers.
Shows basic information about each company.

Reminders

The following cards are available under Reminders.

Note

Premium insight card types require a Sales Insights or Sales Navigator license.

{activity} due today Close date coming soon Missed (opportunity) closed date
Email opened Email reminder No activity with {record type}
Recent meeting/Recent meeting (Exchange) Consent suggestion Missed email
Insight card Type Description
{Activity} due today
Insight card for task due today
Standard Description:
Tells you that an open activity is due today.
Features:
Indicates the type of activity (email, letter, phone call, task, or custom).
Actions:
Close (for activities, such as phone call and task)
Complete
Close date coming soon
Insight card for close date coming soon
Standard Description:
Tells you that an open opportunity will soon reach its estimated close date.
Features:
Identifies the opportunity.
Tells how far away the close date is.
Actions:
Open opportunity
Configuration options:
Set how many days before the close date to start showing the card. The default value is set by your administrator.
Note: When you are viewing a dashboard, you'll only see these cards for opportunities that are assigned to you, but when you view a specific opportunity you'll see this card even if that opportunity is assigned to somebody else.
Missed (opportunity) close date
Insight card for missed close date
Standard Description:
Tells you that an open opportunity has passed its close date.
Features:
Identifies the opportunity.
Actions:
Open opportunity
Note: When you are viewing a dashboard, you'll only see these cards for opportunities that are assigned to you, but when viewing a specific opportunity you'll see this card even if that opportunity is assigned to somebody else.
Email opened
Insight card for email opened
Standard Description:
A followed email was opened by its recipient.
Features:
Names the contact you sent the email to.
Provides descriptive text that shows the subject of the email, the time it was opened, and the approximate location where it was opened.
Actions:
Open Email
Prerequisites:
Enable email engagement to use this card. To learn more, see Configure and enable email engagement.
Email reminder
Insight card for email reminder
Standard Description:
You set a follow-up reminder for an email you recently sent, and its trigger conditions have just been met. Trigger conditions always include a date but may also include conditionals such as whether the email wasn't opened or replied to by that date.
Features:
Names the contact that you sent the email to.
Tells you that you set a follow-up reminder for this email.
Provides a description that summarizes the trigger conditions.
Actions:
Open Email
Prerequisites:
Enable email engagement to use this card. To learn more, see Configure and enable email engagement.
No activity with {record type}
Insight card for a lack of activity
Standard Description:
Allows you to know that a record that you own has been inactive for some time. Applies to contact, opportunity, lead, account, and case records.
Features:
Identifies the type and name of the relevant record.
Explains why the card was generated.
Actions:
Open {record type}
Send Email
Configuration options:
Set the number of days of inactivity that must pass before a card is generated. You can set a different value for each type of supported record (contact, opportunity, lead, account, and case).
Recent meeting
Insight card for a recent meeting
Recent meeting (Exchange)
Insight card for recent meeting exchange
Standard Description:
Tells you that a meeting that you organized (where you are the record owner) has recently ended, giving you an easy opportunity to document the meeting in Dynamics 365 Sales. The card is displayed for 30 minutes after the scheduled end of the meeting, and then removed.
Features:
Identifies the meeting.
Actions:
Take Notes (Only for recent meeting)
Open Appointment
Consent Suggestion
Consent Suggestion
Premium Description:
This card allows you to provide consent that allows Dynamics 365 Sales to access your Exchange data so that auto capture can provide suggestions for activities and contacts.
Actions:
Allow Access
Prerequisite:
Enable premium auto capture to use this card. To learn more, see How to enable and configure premium auto capture.
You must purchase a Sales Insights license.
Missed Email
Insight card for missed email
Standard Description:
Tells that an important email is unread for configured number of days.
Actions:
Open Email
Configuration options:
The threshold number of days configurable on Settings page. To learn more, see Assistant. By Default, the number of days for Unread email is 3 days.

Insights

The following cards are available under Insights.

Note

Premium insight card types require a Sales Insights or Sales Navigator license.

Opportunity at risk (sentiment detection) Opportunity at risk (phrase detection) Competitor mentioned
Issue detected Customer question Meeting requested
File requested Buying intent detected in email Suggested stakeholder
Suggested activities Suggested contacts Relationship analytics
Contact moved to a new org Today's top people Today's top records
Upcoming flight
Insight card Type Description
Opportunity at Risk (sentiment detection)
Insight card for Opportunity at risk sentiment
Standard Description: Tell you that when an email is received concerning an open opportunity with negative sentiment which can put the opportunity at risk.
Actions:
Open Email
Open opportunity.
Opportunity at Risk (phrase detection)
Insight card for Opportunity at risk phrase detection
Standard Description: Tell you that when an email is received concerning an open opportunity contains a phrase which can put the opportunity at risk.
Actions:
Open Email
Open opportunity.
Competitor mentioned
Insight card for competitor mentioned
Standard Description:
A tracked email that is set as regarding a sales opportunity appears to refer to a company that is listed as a competitor in your system..
Actions:
Add Competitor
Always Add
Configuration options:
Set this feature to add the competitor automatically rather than showing the card.
Note: This is the same as the configuration setting available for this card type, and you can reset it by going to your Assistant settings. To learn more, see Assistant.
Issue detected
Insight card for case detected
Standard Description:
An email from a known contact in your inbox appears to include a support request.
Features:
Shows the name of the contact.
Tells you that an email that appears to include a support request has arrived.
Displays the sentence from the email that appears to be asking for help.
Actions:
Create Case
Open Email
Customer question
Insight card for yes/no request
Standard Description:
An email from a known contact in your inbox appears to be asking a question.
Features:
Shows the name of the contact.
Tells you that a question has arrived.
Displays the sentence from the email that appears to be asking a simple question.
Actions:
Open Email
Meeting requested
Insight card for meeting request
Standard Description:
An email from a known contact in your inbox appears to include a meeting request.
Features:
Shows the name of the contact.
Tells you that a meeting request has arrived.
Displays the sentence from the email that appears to be asking for a meeting.
Actions:
Create Meeting
Open Email
File requested
Insight card for file request
Standard Description:
An email from a known contact in your inbox appears to include a request for a file.
Features:
Shows the name of the contact.
Tells you that a request for a file has arrived.
Displays the sentence from the email that appears to be asking for a file.
Actions:
Open Email
Buying intent detected in email
Insight card for potential lead or upsell
Standard Description:
An email received from a known or unknown contact requesting more information about a product. For known contacts, this may be an upsell opportunity. For unknown contacts, this could be a new lead.
Features:
Shows the name of the sender.
Tells you that an email has arrived that may represent an upsell or new-lead opportunity.
Displays the sentence from the email that is requesting more information about a product.
Actions:
Open email.
Suggested stakeholder
Insight card for recommended stakeholder
Standard Description:
An email regarding an open opportunity has arrived, and it includes an extra recipient that is not yet listed as a stakeholder for that opportunity.
Features:
Shows the name of the potential stakeholder.
Tells you that this person might be a stakeholder in an open opportunity.
Displays a short description that includes the name of the opportunity.
Actions:
Add Stakeholder
Always Add
Configuration options:
You can choose to add the stakeholder automatically rather than show the card.
Note: This is the same as the configuration setting available for this card type, and you can reset it by going to your Assistant settings. To learn more, see Assistant.
Suggested Activities
Suggested activities
Premium Description:
This card is provided as an alert when new activity suggestions are available in Dynamics 365 Sales.
Feature:
Indicates that new activities are available for you with the total number and regarding what.
Actions:
Open activity suggestions
Prerequisite:
Enable premium auto capture to use this card. To learn more, see How to enable and configure premium auto capture.
You must purchase Sales Insights license.
Suggested Contacts
Suggested contacts
Premium Description:
This card is provided as an alert when new contact suggestions are available in Dynamics 365 Sales.
Feature:
Indicates that new contacts are available for you with the total number and who.
Actions:
Open contact suggestions
Prerequisite:
Enable premium auto capture to use this card. To learn more, see How to enable and configure premium auto capture.
You must purchase a Sales Insights license.
Relationship analytics
Relationship analytics
Premium Description:
This card is provided as an alert when you have an opportunity that is similar to deals that are won recently.
Feature:
Indicates that the current opportunity is similar to the opportunities that had been previously won.
Actions:
See best practices
By selecting the action, you can view comparable information on the KPIs, graphs, activity history, and relationship health with similar deals that had been won.
Prerequisite:
Enable preview to view similar opportunities in Relationship analytics to use this card. To learn more, see step 5 in Configure Relationship analytics.
You must purchase a Sales Insights license.
Contact moved to a new org
Contact moved to a new org
Premium Description: Tells you that one of your contacts has moved to a new organization based on the information LinkedIn has.
Features:
Indicates the contact that moved, what the origin company is and the new organization.
Actions:
Open
Prerequisite:
Enable Linkedin Sales Navigator to use this card. To learn more, see Install, enable, and disable default LinkedIn Sales Navigator controls.
You must purchase a Sales Navigator license.
Today's Top People
Insight card for top people today
Standard Description:
The system analyzes your appointments, tasks, and other work for the day and generates this card to show the contacts you're most likely to interact with today.
Features:
Shows each contact's name and portrait.
Shows each contact's title and any business they have with you today (such as a meeting, task, or phone call).
Click to view full contact details.
Today's Top Records
Insight card for top records today
Standard Description:
The system analyzes all of the Sales records that are related to you and lists the records that you are most likely to be working with today based on your recent activities and date information (such as a due date or appointment) in each record.
Features:
Shows a thumbnail image and a summary of each found record.
Click to view the full record.
Upcoming Flight
flight
Standard Description:
This card is generated when your Exchange inbox includes an email message that contains a flight confirmation. The system then matches the flight dates to upcoming meetings and finds other information related to the location that you are flying to, such as other nearby customers.
Note: This card doesn't show live or updated flight information, just information from the flight confirmation email message that triggered the card.
Features:
Flight company and flight number, with a link to the flight record.
Departure and arrival times, with airport codes.
Related meeting record, with link. Up to three meetings may be listed here.
List of customer offices near the destination airport, with links.
Actions:
Open Email

See also

Use Sales Insights Assistant to guide customer communications