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Connect Conversation intelligence app to an environment

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If you have multiple environments in your organization, you can connect the Conversation intelligence app to more than one environment. This will allow you to switch to different environments from the Conversation intelligence app and view the call insights.

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.

Note

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

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. Sign in to the Conversation intelligence app.

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

    Select settings option

  3. On the Settings page, select Data source.

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

  5. Select the Power Platform environment that hosts Dynamics 365 Sales, to connect with the application.

    Select the environment

    The application now detects your environment.

  6. In the Terms and conditions dialog box, accept the terms and conditions, and continue.

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

  7. Select Finish to complete the setup.

The Conversation intelligence app is now connected to the environment. Managers and sellers can use it to view call insights.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Introduction to administer conversation intelligence
Set up conversation intelligence in Sales Hub app