System Settings dialog box - Previews tab

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

Use the settings on this page to enable preview features in Dynamics 365 for Customer Engagement apps.

Open the System Settings dialog box (if it’s not already open)

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Choose the System Settings > Previews tab.

Settings Description
These preview features are intended to be used for development and testing purposes only.
I have read and agree to the license terms After agreeing to the license terms, check this box to allow you to enable preview features.
Action Step Support for Business Process Flows Preview
Enable Action Step Support for Business Process Flows Preview More information: Business process flows overview
Organization Insights Preview
Enable Organization Insights Preview More information: Preview feature: Use the Organization Insights dashboard to view metrics about your instance
Text Analytics Preview for Case Topic analysis, Suggest Similar Cases and Suggest Knowledge Articles
Enable the Dynamics 365 for Customer Engagement apps Text Analytics Preview More information: Public Preview: Topic analysis
Sales Insights
Install Relationship Analytics to enable it for preview More information: Preview feature: Get insights on opportunities, activities, and leads of customers

See also

What are Preview features and how do I enable them?