Work with Dynamics 365 Sales insights
- Offered byMicrosoft
Work with Dynamics 365 Sales insights at Microsoft Overview
Duration | 5 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Work with Dynamics 365 Sales insights at Microsoft Course details
- Configure Sales Insights
- Working with Dynamics 365 Sales Insights
- Assistant studio tutorials for Dynamics 365 Sales Insights
- Create sales sequences with Sales Insights
- Configure and work with Dynamics 365 Sales Insights data to gain insights to your customers
- This learning path covers configuration and working with Sales Insights
- In this course, you will learn about configuring Sales Insights
- This course focuses on Dynamics 365 Embedded Intelligence, which businesses can use to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights
- In this course, you will learn how to create and manage sequences for your organization
Work with Dynamics 365 Sales insights at Microsoft Curriculum
Configure Sales Insights
Sales Insights configuration overview
Create insight cards with Assistant studio
Work with Assistant studio
Configure productivity intelligence
Configure Connection insights
Configure predictive models
Check your knowledge
Summary
Working with Dynamics 365 Sales Insights
Introduction to Sales Insights
Assistant cards
Auto capture
Email engagement
Manage relationship health
Work with artificial intelligence features
Check your knowledge
Summary
Assistant studio tutorials for Dynamics 365 Sales Insights
Introduction to Sales Insights tutorials
Tutorial 1 Hello World - Building custom insights for Dynamics 365 Sales
Tutorial 2 - Sample insight for each user in the org
Tutorial 3 - Weekly insight on revenue target achieved
Tutorial 4 - Create a reminder for opportunities closing soon
Tutorial 5 - Add a custom action button to insight card to invoke REST
Tutorial 6 - Adding a custom action button to insight card to invoke custom action (CRM Process)
Tutorial 7 - Adding a custom action button to insight card to launch playbook
Tutorial 8 - Create an insight card with two actions/buttons
Tutorial 9 - Create an insight card with no action/button
Check your knowledge
Summary
Create sales sequences with Sales Insights
Introduction
Tutorial 1 - Build a sales sequence
Tutorial 2 - Connect sequence to a record
Tutorial 3 - Disconnect sequence from record
Tutorial 4 - Editing sales sequence
Tutorial 5 - Automatically connect sequence to records
Check your knowledge
Summary
Work with Dynamics 365 Sales insights at Microsoft Entry Requirements
- None
- Not mentioned
Work with Dynamics 365 Sales insights at Microsoft Admission Process
Important Dates
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