Work with Dynamics 365 Sales insights

Overview

Embark on a journey to master Dynamics 365 Sales Insights with the comprehensive course offered by Microsoft Learn. Dive into three meticulously designed modules aimed at enhancing your expertise in leveraging Dynamics 365 to foster meaningful customer relationships and boost sales productivity.

• Module 1: Configuring Sales Insights
  • Learn to create insight cards using the Assistant studio.
  • Explore configuration options for productivity intelligence.
  • Understand how to set up Connection insights.
  • Discover the steps to configure predictive models.
• Module 2: Enhancing Customer Relationships
  • Deploy and fine-tune advanced relationship cards.
  • Utilize the auto-capture feature to identify important communications.
  • Learn how to effectively use the email tracking feature.
  • Set up the Sales Insights and assess Relationship health to better understand your customer interactions.
• Module 3: Customizing Sales Insights
  • Begin with creating basic insights cards.
  • Progress to constructing a sample insight.
  • Configure a weekly insight for ongoing engagement.
  • Establish a reminder insight to maintain prompt communications.

This course is intricately tailored for professionals involved in Artificial Intelligence, Customer Relationship Management, and Microsoft Dynamics fields, providing them with the tools and knowledge to excel in the digital sales environment.

Syllabus

Taught by

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united states