Enrich Sales lead summaries with an insight from Customer Insights – Data (preview)
[This article is prerelease documentation and is subject to change.]
Dynamics 365 Sales users can enrich their lead summary with an insight from Customer Insights - Data. The insight is based on unified activity data ingested by the user, such as customer reviews, purchases, appointments, web logs, and more. The insight is an observation of one of the following characteristics:
- Customer's sentiment: Their attitudes or feelings toward the business and their products or services.
- Customer's behavior: The cadence of their activities such as time intervals between appointments.
- Customer's interest: How likely they're to do something such as schedule an appointment or purchase a specific type of product.
Leveraging unified activity data from Customer Insights - Data to add an insight to the lead summary in Dynamics 365 Sales helps sellers understand more about their lead, without leaving their workflow. Sellers can spend less time manually parsing through multiple data sources to find and synthesize information about their leads, and more time having effective conversations with them.
Important
- This is a preview feature.
- Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
Requirements
- Both apps are on the same Dataverse environment.
- Enabled Copilot consent.
- Ingested data sources.
- Unified customer profile.
- Configured index filters includes customer's FirstName and LastName (or FullName), and Email.
- Defined customer activities for the insights you want. For best results, define the following activity fields:
- Timestamp: Date and time of the activity allowing customer profile summary to analyze the frequency and cadence of your customers’ engagement.
- Additional detail: Detailed information about the activity. For example, if you want insights about customers’ sentiment through their reviews, include ReviewText or Rating. The more context provided, the better your results. Text values or a combination of text and numerical values produce higher quality results than numerical only values.