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Dynamics 365 for Sales

Work with Dynamics 365 Sales insights (CRMS105)


Description
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.
Content
  • Configure Sales Insights
  • Sales Insights configuration overview
  • Create insight cards with Assistant studio
  • Work with Assistant studio
  • Configure productivity intelligence
  • Configure Relationship insights
  • Configure predictive models
  • 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
  • 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...
  • 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
  • Summary
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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