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This article answers frequently asked questions about the assistant in Dynamics 365 Sales and Sales premium.
If you see an alert about having insufficient permissions to use an Insight card, take these steps:
Go to Settings > Security > Security Roles.
Choose the user role viewing the insight cards.
Select the Core Records tab.
Set the privileges to Read and Write access for Action card and Action card User Settings.
Your organization's policies are restricting third-party tools to access user information. To resolve the issue, use the Azure portal to provide consent for yourself for third-party tools to access your data. To provide consent for the entire organization, contact your tenant administrator. Select the enterprise application as Dynamics 365 Sales Insights in Azure portal while providing the consent. Learn how to grant admin consent in Enterprise apps.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayTraining
Module
Assistant studio tutorials for Dynamics 365 Sales Insights - Training
Discover how to boost productivity by creating custom insights using Microsoft Power Automate in Dynamics 365 Sales Insights.
Certification
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate - Certifications
Demonstrate customization of Dynamics 365 Sales to provide clients with tools to manage customer information, gather insights, and automate best practices.