Dynamics 365 Sales Insights Help & Training

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  • Dynamics 365 Sales Insights overview
  • Dynamics 365 Sales Insights capabilities for sellers
  • Dynamics 365 Sales Insights capabilities for sales managers
  • Administer the system

  • Enable and configure Dynamics 365 Sales Insights capabilities for sellers
  • Increase sales

  • Prioritize leads using predictive scores
  • Prioritize opportunities using predictive scores
  • Know conversation starters for your customers
  • Get introduced to a lead
  • Analyze customer-interaction data

  • View customer activity history
  • How notes analysis assists you with suggestion
  • Analyze business and team performance

  • View overall sales insights
  • Analyze business performance
  • Analyze team performance
  • 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