Configure Sales Insights

  • Module
  • 8 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Sales

Dynamics 365 Sales Insights uses AI to help you build and sustain good customer relationships. In this module, you learn about configuring Sales Insights.

Learning objectives

In this module, you learn how to:

  • Create insight cards with Assistant studio.
  • Configure productivity intelligence.
  • Configure Connection insights.
  • Configure predictive models.

Prerequisites

Basic understanding of Dynamics 365 Sales