Leverage Embedded Intelligence in Dynamics 365 for Sales

Intermediate
Functional Consultant
Dynamics 365
Sales
Customer Engagement

It takes time and effort to building a strong, lasting relationship with customers. Account executives must communicate with customers on a regular basis, and they must maintain a complete understanding of who those customers are and what they need. This module focuses on the Embedded Intelligence suite of features in Microsoft Dynamics 365 and how it can help build those relationships.

In this module, you will:

  • Deploy and set up advanced relationship cards
  • Use the Auto Capture feature to identify potentially relevant communications
  • Set up and consume email tracking

Prerequisites

The target audience should have a basic understanding of how to move around in the Dynamics 365 application, and also a working knowledge of the core records that are used in sales scenarios. Familiarity with managing leads and opportunities is also helpful.