Work with Dynamics 365 Sales Insights
Building a strong, long-term relationship with a customer takes time and effort. Account executives need to communicate with customers regularly and maintain a complete understanding of who that customer is and what they need. This module focuses on Dynamics 365 Embedded Intelligence. Businesses can use it to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights.
Learning objectives
This module explains how to:
- Deploy and configure advanced relationship cards.
- Use the auto capture feature to identify relevant communications.
- Configure and consume the email tracking feature.
- Set up the Sales Insights and Relationship health feature.
Prerequisites
Basic knowledge of Dynamics 365 Sales