DynamicsCon March 16 - 18, 2021

Configure your own Next Best Actions with Dynamics 365 Sales Insights

Functional session


Lisa Crosbie
Lisa Crosbie

Session Description

In Dynamics 365 Sales, the Assistant provides the user with insights into customer relationships, leads and opportunities, and offers suggestions for next best actions with insight cards, based on data from Dynamics 365 and Exchange. Now, with Dynamics 365 Sales Insights you can configure your own custom insight cards – triggering next best action suggestions using data from any of your business systems, and providing insights and suggestions tailored to your business and user requirements. This

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