Robust customer insights from more data providers

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Sales. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Enrich your customer data using multiple third-party data providers in your geography, business, and industry.

Business value

Sales organizations will now have the choice of selecting from multiple third-party data providers in addition to InsideView and Versium to augment customer data. Customers will have a seamless in-app experience for provisioning selected third-party content with try-and-buy experiences.

Persona

  • As a customizer or sales manager, a user will be able to select the third-party data provider to enable customer insights for their orgs. They will be able to choose the sales process/entities at which the customer insights will be available.

  • Salespeople will be able to view and use the customer insights data available to them contextually during the sales process.

Features

  • Discover multiple third-party data providers from within the Sales applications.

  • Seamless in-app try-and-buy experiences for select third-party data provider solutions.

Note

Third-party data providers are available for both Sales Hub and Sales Professional applications.

This feature is available in both Web Client and Unified Interface.