Dynamics 365 Sales Insights Help & Training

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  • Dynamics 365 Sales Insights overview
  • Overview of Dynamics 365 assistant application for Teams
  • Overview of Sales Insights applications
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    Administrator guide

  • Introduction to administering Dynamics 365 Sales Insights
  • Configure Sales Insights Assistant
  • Configure and enable email engagement
  • Configure and enable auto capture
  • Configure Notes analysis
  • Configure Relationship analytics
  • Configure Talking points
  • Configure Who knows whom
  • Configure Predictive lead scoring
  • Configure Predictive opportunity scoring
  • Premium forecasting
  • Manage snapshots for a forecast
  • Install Dynamics 365 assistant application on Microsoft Teams
  • First-run set up experience of Sales Insight application
  • Configure conversation intelligence to connect call data

    • Increase sales

  • Use assistant to guide customer communications
  • Prioritize leads using predictive scores
  • Prioritize opportunities using predictive scores
  • Analyze revenue outcome using predictive forecasting
  • Understand forecast projection through trend chart
  • Analyze deals flow between snapshots
  • Know conversation starters for your customers
  • Get introduced to a lead
  • Working with meetings
  • Get answers through bot assistant
  • Analyze overall team's behavior on customer calls
  • Analyze customer calls to improve sales
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    Analyze customer-interaction data

  • View customer activity history
  • How notes analysis assists you with suggestion
  • Use email engagement to view message interactions
  • Auto capture of related emails

    • Analyze sales and seller insights

  • View overall sales insights
  • View team information
  • View seller information
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    GDPR

  • GDPR for Sales insights add-on
  • Opt out of relationship analytics (GDPR)
  • View and export KPI data (GDPR)
  • Retrieve insights data using msdyn_RetrieveTypeValuesFromDCI action