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)
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

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

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