Dynamics 365 Sales Insights
Dynamics 365 Sales Insights helps increase your sales with the help of AI-driven insights that promote personalized engagement and proactive decision making to help build relationships.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Microsoft |
| URL | Microsoft LogicApps Support Microsoft Power Automate Support Microsoft Power Apps Support |
| Connector Metadata | |
|---|---|
| Publisher | Microsoft |
| Website | https://dynamics.microsoft.com/ai/sales-insights/ |
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Choose custom action (CRM process) for insight card |
The output of this step should be used in the "Create card for assistant V2" step, when Button type is Custom action (CRM process) |
| Create card for assistant [DEPRECATED] |
This action has been deprecated. Please use Create card for assistant V3 instead.
|
| Create card for assistant V2 [DEPRECATED] |
This action has been deprecated. Please use Create card for assistant V3 instead.
|
| Create card for assistant V3 |
Create Card for Sales Assistant. |
Choose custom action (CRM process) for insight card
The output of this step should be used in the "Create card for assistant V2" step, when Button type is Custom action (CRM process)
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Environment (org)
|
organization | True | string |
Choose the Dynamics 365 environment (org) in which you want to create the insight card. |
|
Filter by entity
|
entityname | True | string |
Choose the primary entity that the custom action is associated with (custom values are not supported) |
|
Custom action (CRM process)
|
customaction | True | string |
Choose the custom action to use (custom values are not supported) |
|
Custom Action parameters
|
body | True | dynamic |
Custom action parameters |
Returns
Represents a custom action for insight card.
- response
- ActionDetails
Create card for assistant [DEPRECATED]
This action has been deprecated. Please use Create card for assistant V3 instead.
Create Card for Sales Assistant.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Environment (org)
|
organization | True | string |
Choose the Dynamics 365 environment (org) in which you want to create the insight card. |
|
Button entity
|
actiontype | string |
Choose the entity if button type is Open Entity. |
|
|
Display entity
|
regardingobjecttype | string |
Choose the entity where this card should be shown. |
|
|
Card name
|
cardname | True | string |
Simple text only (no dynamic content or expressions). Card name is shown in the insight card list and at the top of the card. |
|
Card header
|
title | True | string |
Enter a title to appear in the card header. |
|
Card text
|
description | True | string |
Enter text for the body of the insight card. |
|
Button type
|
action | True | string |
Choose a button type. |
|
Button URL/record ID
|
actionparam | True | string |
Enter the URL or record ID that the button should open. |
|
Display record ID
|
regardingobjectid | string |
Enter the dynamic value with the record ID for the display entity. |
|
|
Show for
|
ownerid | string |
Enter a dynamic value to define who should see this card (usually "Owner"). |
|
|
Show from
|
startdate | string |
Set how long after a card is generated it should be shown. Default is immediate - utcNow(). |
|
|
Show until
|
expirydate | string |
Set how long after a card is generated it should expire. Default is 24 hours - utcNow().addHours(24). |
Returns
Create card for assistant V2 [DEPRECATED]
This action has been deprecated. Please use Create card for assistant V3 instead.
Create Card for Sales Assistant.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Environment (org)
|
organization | True | string |
Choose the Dynamics 365 environment (org) in which you want to create the insight card. |
|
Card name
|
cardname | True | string |
Simple text only (no dynamic content or expressions). Card name is shown in the insight card list and at the top of the card. |
|
Card header
|
title | True | string |
Enter a title to appear in the card header. |
|
Card text
|
description | True | string |
Enter text for the body of the insight card. |
|
Primary action text
|
actionname | True | string |
Enter the text that should appear on the button (for example: open email) |
|
Primary action type
|
actiontype | True | string |
Choose an action type. |
|
Button type details
|
body | True | dynamic |
Button type details |
|
Card behavior after primary action click
|
postoperation | string |
Choose whether the card should be dismissed, snoozed, or should persist after the button is clicked. Default is persist. |
|
|
Secondary action text
|
secondaryactionname | string |
Enter the text that should appear on the button (for example: open email) |
|
|
Secondary action type
|
secondaryactiontype | string |
Choose an action type. |
|
|
Card behavior after secondary action click
|
secondarypostoperation | string |
Choose whether the card should be dismissed, snoozed, or should persist after the button is clicked. Default is persist. |
|
|
Display entity
|
regardingobjecttype | string |
Choose the entity where this card should be shown. |
|
|
Display record ID
|
regardingobjectid | uuid |
Enter the dynamic value with the record ID for the display entity. |
|
|
Show for
|
ownerid | uuid |
Enter a dynamic value to define who should see this card (usually "Owner"). |
|
|
Show from
|
startdate | date-time |
Set how long after a card is generated it should be shown. Default is immediate - utcNow(). (UTC format: yyyy-MM-ddTHH:mm:ssZ) |
|
|
Show until
|
expirydate | date-time |
Set how long after a card is generated it should expire. Default is 24 hours - utcNow().addHours(24). (UTC format: yyyy-MM-ddTHH:mm:ssZ) |
Returns
Create card for assistant V3
Create Card for Sales Assistant.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Environment (org)
|
organization | True | string |
Choose the Dynamics 365 environment (org) in which you want to create the insight card. |
|
Body field details
|
body | True | dynamic |
Body field details |
|
Primary action type
|
actiontype | True | string |
Choose an action type. |
|
Secondary action type
|
secondaryactiontype | string |
Choose an action type. Ensure Primary action type is not None. |
|
|
Display entity
|
regardingobjecttype | string |
Choose the entity where this card should be shown. |
|
|
Display record ID
|
regardingobjectid | uuid |
Enter the dynamic value with the record ID for the display entity. |
|
|
Show for
|
ownerid | uuid |
Enter a dynamic value to define who should see this card (usually "Owner"). |
|
|
Show from
|
startdate | date-time |
Set how long after a card is generated it should be shown. Default is immediate - utcNow(). (UTC format: yyyy-MM-ddTHH:mm:ssZ) |
|
|
Show until
|
expirydate | date-time |
Set how long after a card is generated it should expire. Default is 24 hours - utcNow().addHours(24). (UTC format: yyyy-MM-ddTHH:mm:ssZ) |
Returns
Definitions
ActionDetails
Represents a custom action for insight card.
Represents a custom action for insight card.
- Custom action for insight card
- string