Preview: Create custom insight cards

[This topic is pre-release documentation and is subject to change.]

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

As an administrator or sales manager, you can create your own suggested actions that are more relevant to your organization through the assistant management feature. By using events and conditions you can customize the circumstances on when to create suggestions and push information into the seller’s workflow. This helps the sellers to close deals faster. The following illustrates a high-level flow of insight card creation:

Open assistant tab

In this procedure, we will show as an example how to create an insight to act when a property is updated. Let’s create the When property is updated, create an insight to act card.

  1. Sign in to Dynamics 365 for Sales and go to Settings > Sales AI.

  2. Select Configure on the Assistant section or select the Assistant tab.

    Open assistant tab

    A template selection page opens.

    Note

    We recommend you use templates to create insight cards.

  3. Select a template to create the card.

    Note

    If you want to create insight cards from an empty flow, select Create from blank. To learn more, see Create a flow in Microsoft Flow.

    In this example, we selected the Due date is coming up template to create the custom card.

    Select insight card creation template

    A new tab opens with the flow selections options.

    Account validation in flow

    The flow validates your accounts of the applications that the flow is going to connect. In this example, the flow is connecting to Dynamics 365 and Dynamics 365 AI for Sales. Once you are successfully signed in, you can continue creating the card.

    If any of the account is not valid, the Continue button is grayed out and you cannot proceed further. Select the More options icon (…) and choose the options + add new connection or Update accordingly to sign in.

  4. Select Continue.

    The predefined flow is displayed. In this example, we are creating an insight when a due date is coming up for an opportunity. There are three steps associated with the predefined flow with the prepopulated data.

    • Step 1: Create schedule
    • Step 2: Define operation
    • Step 3: Define control

    You can edit the steps according to your requirements.

    Edit flow template

  5. In step 1, a schedule when you want to display the card is defined. In this example, the frequency is set to daily and you can add other parameters such as time zone.

    Create card schedule

    If you want to change the flow, select the + icon on the connector that is linking to the next step and select Add an action as per your organizational requirements. To learn more, see Add multiple actions and advanced options to a flow.

  6. In step 2, an operation is defined to get records from an organization to the selected entity. In this example, we have selected the entity as task and the organization.

    Select Show advanced options to further update the step by configuring the parameters Filter Query, Order By, Top Count, and Expand Query.

    Define card operations

  7. In step 3, an apply to each control is selected and enter the necessary information.

    a. The Value token is added to the Select an output from previous steps box. This value is obtained from the previous step where we defined the entity.

    Select output from previous step

    b. The condition step is defined to match the date of the task that is defined in step 2 to the current date to trigger the condition. Here, we are defining the value as formatDateTime(item()?['scheduledend'],'yyyy-MM-dd'), the condition as is equal to, and the threshold value as formatDateTime(utcNow(),'yyyy-MM-dd').

    Add a condition

    To learn more about conditions, see Add a condition to a flow.

    c. The If yes section defines the properties of the card and actions you can take. Here we have selected an action to Create a card for the assistant. Enter the following information:

    • Organization Name: The name of the organization for which you want to trigger the card.
    • Card Name: Name of the card to refer to in the list of available cards in the Manage insight cards tab of Dynamics 365 AI for Sales.
    • Description: The summary or the basic information of the card that is to be displayed.
    • Action: The convenient links that will help you complete whatever type of action the card is recommending. The number (up to two) and types of links provided here vary by card type.
    • Action Parameter: The ID of the created action.
    • Optionally, you can configure the advanced options for the condition. Select Show advanced options and update the parameters Title, Start Date, End Date, Display to, Reasons, Regarding Object ID, Action Parameter Entity ID Type, and Regarding Object Type.

    When you select a text box, the dynamic content pane appears. You can select and add the relevant fields. These dynamic content field variables and values displayed by these fields change according to the information passed.

    Add condition information

    To learn more about expression conditions, see Use expressions in conditions to check multiple values.

  8. Save the flow.

    Note

    • If any errors occur, the Flow Checker displays the errors and warnings that you can resolve. You must resolve these errors and save the flow.
    • If you want to execute and ensure the flow is working properly before using it in the organization, select Test. This runs and validates each step in the flow. If any error occurs on a step, the step highlights and resolve the error to proceed. In this example, you see that the step Look at all tasks in Dynamics 365 has failed the test. Select the step and more information on the error is displayed. You must resolve the error to proceed. Test flow of card

    When the card is saved, the Manage insight cards list gets updated and the Due date coming up card displays. Now you can edit the card to set priority and assign to different security roles.

See also