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Enabling and configuring the Dynamics 365 Sales Insights features helps sellers to build stronger relationships with their customers, save time, and stay on top of their deals with real-time AI-based insights. In Sales Insights, some features are available for free along with Dynamics 365 Sales and some require an additional Sales Insights license to use in your organization. More information: Overview
As an administrator, you can enable and configure the Sales Insights features as required in your organization:
The standard Sales Insights features—assistant (standard), Auto capture (standard), and email engagement (standard)—are available for you along with Dynamics 365 Sales. You can configure these standard features as required in your organization.
Note
The standard Sales Insights features aren't available with the Sales Professional app.
Review the following requirements and prerequisites to enable standard Sales Insights features:
Some feature restrictions apply depending on which combinations of Dynamics 365 and Exchange you're running, as detailed in the following table.
Product version | Available standard Sales Insights features |
---|---|
Dynamics 365 with Microsoft Exchange Online |
|
Dynamics 365 with Microsoft Exchange (on-premises) |
|
Dynamics 365 (on-premises) | Assistant (standard cards) |
Dynamics 365 (on-premises) with Microsoft Exchange Online | Assistant (standard cards) |
The assistant, email engagement, and auto capture features are available for Dynamics 365 Sales with an Enterprise or Sales Premium license.
Before you can configure these features, you must accept the privacy notice. To accept the privacy notice, follow the steps listed here.
Note
By default, the standard assistant is enabled.
Important
Dynamics 365 Sales Insights provides features that track behavior and collect information about contacts. Make sure you understand the related privacy issues that these features raise and enable the features only if you're certain that they don't violate any privacy policies already in place in your organization. Always take steps to protect the privacy of your contacts. More information: Privacy notice
Sign in to Dynamics 365 Sales, and go to the Sales Hub app.
Go to Change area in the lower-left corner of the page, and select Sales Insights settings.
In the Terms of service section, select I agree.
The standard Sales Insights features are enabled for your organization and you can configure features such as the Sales accelerator setup, Assistant (standard), Auto capture (standard), and Email engagement (standard).
After you enable the standard Sales Insights features, you can configure the features for your organization.
With your Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features such as Sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity. More information: Digital selling capabilities in Sales Enterprise
The premium Sales Insights features provide intelligent insights about sales data that help sellers take timely actions to close deals and generate revenue. The premium Sales Insights features include the premium assistant with assistant studio, notes analysis, relationship analytics, who knows whom, predictive lead scoring, predictive opportunity scoring, premium forecasting, and sales accelerator and sequence. You can configure these features as required in your organization.
To learn about requirements related to safeguarding customers' privacy and personal data, go to Privacy and personal data for Microsoft Dynamics 365.
You can perform the following tasks in the auto capture, relationship analytics, and conversation intelligence features to ensure that you're complying with privacy and personal data requirements.
Task | Supported Feature | Topic |
---|---|---|
View KPI data stored for a contact, lead, and opportunity by using system views, and export it to Excel. | Relationship Analytics | View and export KPI data |
Retrieve data for a contact, lead, opportunity, and system user from Azure service that is used to compute and store data by using a custom action. | Relationship Analytics and Introduction to Conversation Intelligence | Retrieve insights data using msdyn_RetrieveKPIValuesForGDPR action |
Review the following requirements before you install and configure the premium Sales Insights features:
You must be a Dynamics 365 Sales administrator.
You must have a Sales Premium, Sales Insights, or a Sales Enterprise license.
Note
Assign licenses to each individual to use the features. This is executed within the Microsoft 365 admin center. More information: Assign licenses to users.
Exchange email server is configured, and a mailbox is enabled using Email Configurations in Settings. More information: System Settings dialog box - Email tab.
Note
To install and configure three premium features (sales accelerator, conversation intelligence, and predictive scoring) that are available with the Sales Enterprise license, you must go to the Get started with digital sales page under App Settings. More information: Digital selling capabilities in Sales Enterprise
The premium Sales Insights features aren't available by default. You must install these features by accepting the terms and conditions for your organization. To accept the terms and conditions, follow these steps:
Sign in to Dynamics 365 Sales, and go to the Sales Hub app.
Go to Change area in the lower-left corner of the page, and select Sales Insights settings.
In the Supercharge your sales with Premium section, select I agree to the terms and conditions, and then select Get started.
The installation may take a few minutes to complete, and the progress is displayed in a dialog. After the installation is complete, you're ready to configure the premium Sales Insights features.
After installing the premium Sales Insights features, you can configure the premium features as required:
Conversation intelligence assists the sales managers and sellers in your organization to get an overview of the conversation with customers. Conversation Intelligence helps:
As an administrator, when you sign in to the application for the first time, you can set up the application. After you complete the setup, sales managers and sellers in your organization can sign in and use the application seamlessly. More information: First-run setup experience of Sales Insight application
You can also update each setting later as required. The following configurations are available:
Use the out-of-the-box entities (Contact, Opportunity, Lead, Account, and Case) while creating records in the application. If changes to the entity are required in your organization, customize only these out-of-the-box entities to meet your requirements. This helps the application to analyze the records, and generate models and predictions effectively.
Ensure that the Change Tracking option for the following entities are enabled: Account, Contact, Lead, Opportunity, System User, Team, Queue, Organization, Email, Phone Call, Task, Appointment, Activity Party, Connection, Business Unit, Metric, Opportunity Product, Product, Opportunity Sales Process, Process Stage, Connection Role, Workflow, Goal, Role, System User Roles, Note, Auto Capture Settings, Auto Capture Rule, and Lead To Opportunity Sales Process.
Ensure that you don't delete the Sales Insights MDL Config solution from the solutions. If this solution is deleted, the Sales Insights features give inaccurate results and might be disabled.
However, if you want to delete the Sales Insights MDL Config solution due to storage issues, uninstall the SalesInsightsAddOn solution too. This ensures that the Sales Insights MDL Config solution won't be automatically reinstalled when future updates are pushed to your organization.
For specific privacy information about Dynamics 365 Sales Insights capabilities, see Privacy notice.
There are a few possibilities:
Overview of Dynamics 365 Sales
Improve seller coaching and sales potential with conversation intelligence
Sales Insights privacy notice
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Certification
Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate - Certifications
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.