Enable seller insights (preview)

Important

This topic is pre-release documentation and is subject to change.

The seller insights feature provides intelligent insights about customers, so that sellers can focus on tasks that matter, close deals, and enhance their productivity.

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

Prerequisites

Enable the seller insights feature

  1. Sign in to your sales app.
  2. In the lower-left corner of the page, go to Change area > Sales Insights settings.
  3. Under Productivity, select Insights (preview).
  4. On the Insights (preview) page, enable the feature.

By default, the feature is enabled for all users in your organization, and insights are displayed for records. To learn how to restrict access to selected users in your organization, go to Manage access to view insights.

Get intelligent insights to improve sales
Manage access to view insights