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Turn on or off insight cards

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You can decide which insight cards you'd like to see or hide.

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 Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

Turn on or off a card

Note

You can override the administrator configuration for certain cards, such as No activity with a record, where you can display the card when there is activity for the set number of days on the record. This configuration will be applicable only for you.

  1. In the Sales Hub app, go to Change area in the lower-left corner of the page, and select Personal settings > Insights.

  2. Under Assistant studio, select Insight cards.

    The Manage insight cards page opens with the list of insight cards ordered by status and priority.

    Screenshot of the Personal settings for assistant.

To turn on a card

Choose a card that's turned off, and then select Turn on cards.

Alternatively, you can select the More options icon on the card, and then select Turn on card.

Screenshot of turning on an insight card.

Note

You can select multiple cards that are turned off, and then turn them on simultaneously.

To turn off a card

Choose a card that's turned on, and then select Turn off cards. The card will no longer be displayed for you.

Alternatively, you can select the More options icon on the card, and then select Turn off card.

Screenshot of turning off an insight card.

Note

You can select multiple cards that are turned on, and then turn them off simultaneously.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

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Insight cards reference