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

   
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security Role System Administrator
See 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.

    Administrator conversation intelligence home page.

  3. Select Set up Conversation intelligence.

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

    Select Dynamics 365 Sales environment.
    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.

    Accept terms and conditions.

    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.

    Environment connection progress.

  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

    Enter values 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.

    Turn on preview features.

    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.

    Add tracked keywords and competitors.

  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.

    Setup progress message.

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 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

Introduction to administering conversation intelligence
Prerequisites to configure conversation intelligence