Assistant studio tutorials for Dynamics 365 Sales Insights
Showing the right insights at the right time can make a significant difference in productivity. Providing relevant insights to your sellers is important and is also a difficult task. Sales Insights provide many insights out-of-box through Relationship Assistant, but over time we identified that every organization and every sales team are different. To help ensure the assistant is still relevant, we allowed you to add customized insights and display for your teams. Using the Microsoft Power Automate, the Assistant studio allows you to create insights through low code no code.
In this module, you will learn how to create various custom insights using Power Automate. The following tutorials help you get started with a basic custom insight, a hello world equivalent, and we gradually increase the complexity as we go along.
Learning objectives
In this module, you will:
- Create a basic insights card.
- Create a sample insight.
- Configure a weekly insight.
- Create a reminder insight.
Prerequisites
A Dynamics 365 Sales organization with Sales Insights installed. You can create a trial org and install Sales Insights from AppSource.