First-run set up experience of conversation intelligence

When you sign in to conversation intelligence, the application will be available for you to use and explore the various features through the provided demo data. After you sign in, you can set up the application depending on the role that is assigned to you.

  • As an administrator, you can set up the complete application including connecting Dynamics 365 Sales environment, grant app permissions, connect call data, enable preview, and define tracked key words and competitors to use the features that the application offers. To learn more, see Administrator setting up application.

  • As a sales manager or seller, you can access the application with demo data and administrator must configure the application to view the data relevant to you.

Administrator setting up application

The following diagram illustrates the process of setting up application as an administrator:

Process of setting up conversation intelligence through different user roles

  1. Review the perquisites. To learn more, see Prerequisites to setup conversation intelligence.

  2. Sign in to Conversation intelligence application as administrator.

    Administrator conversation intelligence home page

  3. Select Set up Conversation intelligence and continue with the setup wizard.

  4. On the Connect your data dialog box, select your Dynamics 365 Sales environment to connect with the application.

    Select Dynamics 365 Sales environment

    The application detects your environment.

  5. On the Terms and conditions dialog box, carefully read and select the Microsoft privacy statement and terms and conditions. Select Agree and continue.

    Accept terms and conditions

    Note

    Selecting the first check box, allows Microsoft to collect your organization's data to improve the quality of insights. This check box is optional.

    The application takes few minutes to connect your data with application and progress dialog box is displayed.

    Environment connection progress

  6. On the Create an application user dialog box, select Grant permissions to create application user to use the application.

    Grant permissions to create application user

    The permission is granted to use the application.

  7. On the Connect your call data dialog box, enter the Storage connection string and Container name and select Connect.

    To learn more on how to get these values, see Configure conversation intelligence to connect call data.

    Enter values to connect call data

  8. If you want to turn the coming soon feature, on the Coming soon dialog box, select the preview feature and then select Agree and continue.

    Turn on preview feature

    Note

    If you don’t want to enable the preview feature for your organization, skip this step to proceed. You can always enable the preview features later. To learn more, see Enable coming soon features.

  9. On the Keyword and competitor tracking dialog box, add the keywords and competitors that you want to track on the call. You can update these keywords and trackers later when your organization requires a change. To learn more, see Configure keywords and competitors in Conversation content.

    Note

    You can also skip adding the keywords and competitors and add them later when required.

    Add tracked keywords and competitors

  10. Select Finish to complete the set-up of conversation intelligence for your organization.

    The status message will be displayed on the top of the page.

    Set up progress message

Now, your conversation intelligence is ready, and managers and sellers can use to view this data.

See also

Introduction to administer conversation intelligence

Prerequisites to use conversation intelligence