Configure notes analysis

To help users with intelligent suggestions when they enter an activity in the timeline—such as an appointment, email, phone call, task, note, post, or any custom activities—enable notes analysis.

License and role requirements

License Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security Role System Administrator
See Predefined security roles for Sales

To configure notes analysis

  1. Verify that premium Sales Insights features are enabled. More information: Install and configure premium Sales Insights features

  2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.

    Select Sales Insights settings

  3. On the site map under Productivity intelligence, select Notes analysis.

    Notes analysis configuration page

  4. Turn on the Notes analysis toggle.

    Enable notes analysis

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See also

How notes analysis assists you with intelligent suggestion
Install and configure premium Sales Insights features