How Notes analysis assists you with suggestion

Applies to Dynamics 365 for Customer Engagement version 9.1.0.

Dynamics 365 for Sales allows you to view and quickly enter notes on Timeline control (formerly known as activity wall). When you enter notes regarding a recent meeting or discussion with your customer, Dynamics 365 for Sales monitors these notes and gives you intelligent suggestions. With these suggestions, you can save time and effort by taking actions such as creating a meeting request and adding a contact then and there on the note.
Timeline control is available on contacts, opportunities, leads, accounts, and case forms.

Suggested actions on Timeline control
When you save a note, the text in the note is highlighted and when selected, suggestions are displayed. These suggestions include: Creating activities, tasks, contacts, meeting, content requests, and issue detection.
For example, you created a note “Meet the customer on the May 4 at 4:00 PM”. When you select this text, Dynamics 365 for Sales provides an automatic suggestion to create an appointment.

Create an appointment
When you have multiple suggestions associated with a note, Dynamics 365 for Sales displays those multiple suggestions—you can take timely actions depending on your requirements. For example, you have created a note to contact your customer regarding pricing and schedule a meeting to further discuss the deal. The note shows suggestions to create an appointment and schedule a phone call. Let's look this example to see how suggestion-based notes work with multiple suggestions:

  1. Open a record with the note and select the note text.
    In this example, the note specifies to call Debra to discuss the pricing of deal and schedule a meeting to discuss meeting.

    Schedule a meeting
    Suggestions to create an appointment and a phone call are displayed.

    Multiple suggestions
    Use the arrow icon to switch between the suggestions.

  2. On the New Appointment suggestion card, select Edit and Create.
    The Quick Create: Appointment form opens with prefilled information from the note.

    Quick create appointment

  3. Edit the necessary information and select Save.
  4. Similarly, repeat step 2 and 3 for New phone call suggestion.
    A new appointment and a call are scheduled for the record.

More information: Work with activities

Examples

The following three scenarios are the examples of how to use notes analysis in your organization.

Scenario 1: Suggest New Contact

  • Let me introduce you to John

Scenario 2: Suggest Task Creation

  • I will prepare the contract by Friday.
  • John to confirm the date with Contoso.
  • John, can you please send the code to them?

Scenario 3: New Meeting

  • Could we talk over coffee while I am in town?
  • We had a meeting with Contoso last Friday.

Privacy notice

For specific privacy information about Dynamics 365 Sales Insights capabilities for sellers, see Privacy notice.

See also

Configure Dynamics 365 Sales Insights