Preview feature: Install and configure the Sales insights add-on

Applies to Dynamics 365 (online), version 9.0.2

The Sales insights add-on contains a Relationship analytics feature. This feature isn't available by default. To use this feature, you need to install the Sales insights add-on.

Note

To install this feature, you must be a Dynamics 365 administrator.

To understand how Relationship analytics is used, see Relationship analytics.
To know about Sales insights add-on related General Data Protection Regulation (GDPR), see Embedded Intelligence and GDPR.

To install and configure Relationship analytics:

  1. Install the Sales insights add-on.
  2. Configure Relationship analytics.
  3. (Optional) Uninstall the Sales insights add-on.

Install the Sales insights add-on

  1. Go to Settings > Intelligence Configuration.
    Embedded intelligence home screen

    Note

    If you're using embedded intelligence for the first time, enable the features. More information: How to enable embedded intelligence.

  2. On the Sales insights add-on tile, select Install.
    Sales insights addon tile

  3. On the Sales Insights installation page, carefully read and select the terms and conditions, and then select Continue.
    The installation takes a few minutes to complete, and then the status appears in the status bar.
    Accept sales insights addon terms and conditions
    Now you're ready to configure Relationship analytics.

Configure the Sales insights add-on

After you install the Sales insights add-on, perform the following steps to configure Relationship analytics according to the requirements of your organization.

  1. On the Sales insights add-on installation page, select Go to Configuration.

    Note

    You can also select Configuration on the Relationship analytics tile, which is on the embedded intelligence Overview tab. This option is available only after you install the Sales insights add-on.
    Relationship analytics configuration

    The Relationship analytics configuration page opens.

  2. Read and accept the Relationship analytics terms and conditions, and then select Begin Setup.
    Accept terms and conditions for Relationship analytics

  3. To configure Relationship analytics, perform the following steps:
    a. On the Relationship analytics page, configure the parameters as described in the following table.

    Parameter Description
    Data Sources CRM Activities: If enabled, all historical data from Dynamics 365 is ingested for computation in Relationship analytics.
    Exchange Data: If enabled, 30 days of data from Exchange is ingested for KPI and health computation. Exchange connector ingests three days of data per day until the last 30 days of data is complete.
    Relationship Health Score Businesses place different emphasis on the type of communication used with customers. You can modify the importance of activities of different types as they contribute to the relationship health score.
    Communications Frequency Businesses have varying sales cycles and different expected levels of communications with customers. A longer expected communications frequency reduces the expectation of more recent frequent communications in the health score. A shorter expected communications frequency increases the expectation of more recent frequent communications in the health score.

    Relationship analytics configuration settings page
    b. Select Save.
    Relationship analytics is configured and ready to use in your organization.

(Optional) Uninstall the Sales insights add-on

If you don't want to use the Sales insights add-on for your organization, you can uninstall it. To uninstall this feature:

  1. Go to Settings > Customization > Solutions. A list of solutions that are installed in your organization is displayed.
  2. Select SalesInsightsAddOn, and then select Delete.
    Sales insights add-on delete
  3. A confirmation message is displayed. Select OK.
    The Sales insights add-on feature is uninstalled from your organization.

Enable Exchange Data

Enabling Exchange Data allows Dynamics 365 to collect valuable information regarding communications, such as emails and meetings for users in your organization from Exchange. To collect this information, you must provide privileges to connect to exchange server through Admin center.

  1. Go to Admin center.

    Admin center

  2. Select Settings > Services & add-ins > Dynamics Customer Insights Preview.

    Select customer insights preview option

  3. Configure the Dynamics Customer Insights Preview to on and select Save.

    Enable and save customer insights preview option

    Now you can connect to exchange server to collect data.

See also

Get insights on opportunities, activities, and leads of customers

Opt out of relationship analytics (GDPR)