Connect conversation intelligence to an environment

The Data sources section helps you to disconnect or connect an environment with conversation intelligence. If you have multiple environments in your organization and want to activate another environment to display data in the application, use this section.

Note

Throughout this article, environment refers to a Power Platform environment with a Dataverse database that hosts Dynamics 365 Sales.

At a time, you can have only one active environment that is connected to the application. When you activate an environment, the existing environment will automatically deactivate, and the new environment’s data will be displayed on the application. Also, you must add tracked keywords and competitors as well as provide permission to access the data to the added environment.

As an administrator, you must configure the environment to connect to conversation intelligence.

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 System Administrator
More information: Predefined security roles for Sales

To connect to an environment

  1. Review the prerequisites. To learn more, see Prerequisites to configure conversation intelligence.

  2. Sign in to the Conversation intelligence app.

  3. Select the Settings icon on the top-right of the page and then select Settings.

    Select settings option

  4. On the Settings page, select Data source.

    Data source section

  5. In the Dynamics 365 environment section, select Add an environment.

    Select an environment to add

  6. In the Connect your data dialog box, select the Power Platform environment that hosts Dynamics 365 Sales, to connect with the application.

    Select the environment

    The application now detects your environment.

  7. In the Terms and conditions dialog box, accept the terms and conditions, and select Agree and continue.

    Accept terms and conditions

    The application takes few minutes to connect your data with the application, and a progress dialog box is displayed.

    Environment connection progress

  8. In the Create an application user dialog box, select Grant permissions to create an application user.

    Grant permissions to create application user

    Note

    If you have already added this environment, the step to grant permissions for the application to access the data will be skipped.

  9. In the Connect your call data dialog box, enter the Storage connection string and Container name, and then select Connect. To learn more on how to get the Storage connection string and Container name values, see Configure conversation intelligence to connect call data.

    Enter values to connect call data

  10. In the Keyword and competitor tracking dialog box, add the keywords and competitors that you want to track on calls. You can update these keywords and trackers later when your organization requires a change. To learn more, see Configure keywords and competitors to track.

    Add tracked keywords and competitors

Note

You can skip adding the keywords and competitors and add them later, when required.

  1. Select Finish to complete the setup of the Conversation intelligence application for your organization. The status message will be displayed on the top of the page.

    Set up progress message

Now, your conversation intelligence is ready with the data of the added environment.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.

See also

Introduction to administer conversation intelligence

Prerequisites to configure conversation intelligence