First-run setup in conversation intelligence app

After you sign in to conversation intelligence app as an administrator, you can set up conversation intelligence— select storage, grant app permissions, and define organization-level tracked keywords and competitors to be used by conversation intelligence.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Configure conversation intelligence

1. Review the prerequisites. More information: Prerequisites to setup conversation intelligence

2. Sign in to the conversation intelligence application as an administrator.

   

3. Select Set up Conversation intelligence.

4. In the Connect your data dialog, select the Power Platform environment that hosts Dynamics 365 Sales to connect with the application.

   
   The application detects your environment.

5. In the Terms and conditions dialog, carefully read the Microsoft privacy statement, and read and select the checkbox for the terms and conditions. Select Agree and continue.

   

   Note

   Selecting the first checkbox allows Microsoft to collect your organization's data to improve the quality of insights. This is optional. The application takes a few minutes to connect to your data, during which a progress dialog is displayed.

   

6. In the Connect your call data dialog, enter the Storage connection string and Container name, and then select Connect. More information: Configure conversation intelligence to connect call data

   

7. If you want to turn on access to preview features, in the Coming soon dialog, select the checkbox and then select Agree and continue.

   

   Note

   If you don't want to enable the preview feature for your organization, skip this step. You can always enable preview features later. More information: Enable coming soon features

8. In the Keyword and competitor tracking dialog, add the keywords and competitors that you want to track on the call. You can update these keywords and trackers later if your organization's requirements change. More information: Configure conversation content

   Note

   You can also skip adding the keywords and competitors at this point. You can always add them later.

   

9. Select Finish to complete the setup of conversation intelligence for your organization. The status message will be displayed at the top of the page.

   

Now your conversation intelligence application is ready, and managers and sellers can use it to view this data.

Can't find the options in your app?

There are three possibilities:

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

• Your administrator hasn't turned on the feature.

• Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.

See also

Introduction to administering conversation intelligence
Prerequisites to configure conversation intelligence
Conversation Intelligence FAQs