First-run setup in conversation intelligence app

As an administrator, you can set up conversation intelligence—select storage, grant app permissions, and define organization-level tracked keywords and competitors—to suit your requirements.

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

Configure conversation intelligence

  1. Review the prerequisites. More information: Prerequisites to setup conversation intelligence

  2. Sign in to the Conversation intelligence app as an administrator.

    Administrator conversation intelligence home page.

  3. Select Set up Conversation intelligence.

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

    Select the environment.
    The application detects your environment.

  5. In the Terms and conditions dialog, carefully read the Microsoft privacy statement, and read and select the checkbox for the terms and conditions. Select Agree and continue.

    Accept terms and conditions.

    Note

    Selecting the first checkbox allows Microsoft to collect your organization's data to improve the quality of insights. This is optional. The application takes a few minutes to connect to your data, during which a progress dialog is displayed.

    Environment connection progress.

  6. In the Connect your call data dialog, enter the Storage connection string and Container name, and then select Connect. More information: Configure conversation intelligence to connect call data

    Enter values to connect call data.

  7. In the Keyword and competitor tracking dialog, add the keywords and competitors that you want to track on the call. You can update these keywords and trackers later if your organization's requirements change. More information: Configure conversation content

    Note

    You can also skip adding the keywords and competitors at this point. You can always add them later.

    Add tracked keywords and competitors.

  8. Select Finish to complete the setup of conversation intelligence for your organization. The status message will be displayed at the top of the page.

    Setup progress message.

Now your conversation intelligence application is ready, and managers and sellers can use it to view this data.

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 administering conversation intelligence
Prerequisites to configure conversation intelligence
Conversation Intelligence FAQs