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Enable and configure Sales Insights features

When you enable and configure the Dynamics 365 Sales Insights features, sellers can build stronger relationships with their customers, save time, and stay on top of their deals by using real-time AI-based insights. In Sales Insights, some features are available for free along with Dynamics 365 Sales, and some require an additional Sales Insights license for use in your organization. For more information, see Overview.

What you can configure

As an administrator, you can enable and configure the Sales Insights features as required for your organization:

Enable and configure standard Sales Insights features

You get the standard Sales Insights features—assistant (standard), Auto capture (standard), and email engagement (standard)—along with Dynamics 365 Sales. You can configure these standard features as required for your organization.

Note

The standard Sales Insights features aren't available with the Sales Professional app.

  1. Review requirements and prerequisites.
  2. Enable standard Sales Insights features.
  3. Configure standard features as required.

Requirements and prerequisites

Review the following requirements and prerequisites to enable standard Sales Insights features:

  • Some feature restrictions apply depending on which combinations of Dynamics 365 and Exchange you're running, as detailed in the following table.

    Product version Available standard Sales Insights features
    Dynamics 365 with Microsoft Exchange Online
    • Assistant (standard cards)
    • Email engagement
    • Auto capture
    Dynamics 365 with Microsoft Exchange (on-premises)
    • Assistant (all cards except cards based on Exchange information)
    • Email engagement
    Dynamics 365 (on-premises) Assistant (standard cards)
    Dynamics 365 (on-premises) with Microsoft Exchange Online Assistant (standard cards)

  • The assistant, email engagement, and auto capture features are available for Dynamics 365 Sales with an Enterprise or Sales Premium license.

Enable standard Sales Insights features

Before you can configure these features, you must accept the privacy notice. To accept the privacy notice, follow the steps listed here.

Note

By default, the standard assistant is enabled.

Important

Dynamics 365 Sales Insights provides features that track behavior and collect information about contacts. Make sure you understand the related privacy issues that these features raise and enable the features only if you're certain that they don't violate any privacy policies already in place in your organization. Always take steps to protect the privacy of your contacts. More information: Privacy notice

  1. Sign in to Dynamics 365 Sales, and go to the Sales Hub app.

  2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.

    Select Sales Insights settings

  3. In the Terms of service section, select I agree.

    The standard Sales Insights features are enabled for your organization and you can configure features such as the Sales accelerator setup, Assistant (standard), Auto capture (standard), and Email engagement (standard).

    Standard Sales Insights features enabled

Configure standard Sales Insights features

After you enable the standard Sales Insights features, you can configure the features for your organization.

Get started with premium Sales Insights features

By using your Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features such as Sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity. For more information, see Digital selling capabilities in Sales Enterprise.

Enable and configure premium Sales Insights features

The premium Sales Insights features provide intelligent insights about sales data that help sellers take timely actions to close deals and generate revenue. The premium Sales Insights features include the premium assistant with assistant studio, notes analysis, relationship analytics, who knows whom, predictive lead scoring, predictive opportunity scoring, premium forecasting, and sales accelerator and sequence. You can configure these features as required in your organization.

  1. Review privacy and personal data requirements.
  2. Review the prerequisites.
  3. Enable premium Sales Insights.
  4. Configure premium Sales Insights features.

Review privacy and personal data requirements

To learn about requirements related to safeguarding customers' privacy and personal data, see Privacy and personal data for Microsoft Dynamics 365.

To ensure that you're complying with privacy and personal data requirements, use the auto capture, relationship analytics, and conversation intelligence features.

Task Supported Feature Topic
View KPI data stored for a contact, lead, and opportunity by using system views, and export it to Excel. Relationship Analytics View and export KPI data
Retrieve data for a contact, lead, opportunity, and system user from Azure service that is used to compute and store data by using a custom action. Relationship Analytics and Introduction to Conversation Intelligence Retrieve insights data using msdyn_RetrieveKPIValuesForGDPR action

Review the prerequisites

Review the following requirements before you install and configure the premium Sales Insights features:

Enable premium Sales Insights

Note

To install and configure three premium features (sales accelerator, conversation intelligence, and predictive scoring) that are available with the Sales Enterprise license, go to the Get started with digital sales page under App Settings. For more information, see Digital selling capabilities in Sales Enterprise.

The premium Sales Insights features aren't available by default. You must install these features by accepting the terms and conditions for your organization. To accept the terms and conditions, follow these steps:

  1. Sign in to Dynamics 365 Sales, and go to the Sales Hub app.

  2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.

    Select Sales Insights settings

  3. In the Supercharge your sales with Premium section, select I agree to the terms and conditions, and then select Get started.

    Select Try Sales Insights

    The installation might take a few minutes to complete, and the progress is displayed in a dialog. After the installation finishes, you're ready to configure the premium Sales Insights features.

    Premium Sales Insights settings page

Configure premium Sales Insights features

After installing the premium Sales Insights features, you can configure the premium features as required:

Administer conversation intelligence

Conversation intelligence assists the sales managers and sellers in your organization to get an overview of the conversation with customers. Conversation Intelligence helps:

  • Sales managers drill down to get call statistics for individual sellers, such as customer sentiment, keywords used, and competitors mentioned in the conversation. Sales managers can use this data to give smarter coaching to sellers and improve the business.
  • Sellers analyze their conversation data and identify improvements in the conversation style to enhance sales and generate revenue.

As an administrator, when you sign in to the application for the first time, you can set up the application. After you complete the setup, sales managers and sellers in your organization can sign in and use the application seamlessly. More information: First-run setup experience of Sales Insight application

You can also update each setting later as required. The following configurations are available:

For effective use of Sales Insights

  • Use the default entities (Contact, Opportunity, Lead, Account, and Case) when you create records in the application. If your organization needs changes to these entities, customize only these default entities to meet your requirements. By using these entities, the application can analyze the records and generate models and predictions effectively.

  • Make sure that the Change Tracking option is enabled for the following entities: Account, Contact, Lead, Opportunity, System User, Team, Queue, Organization, Email, Phone Call, Task, Appointment, Activity Party, Connection, Business Unit, Metric, Opportunity Product, Product, Opportunity Sales Process, Process Stage, Connection Role, Workflow, Goal, Role, System User Roles, Note, Auto Capture Settings, Auto Capture Rule, and Lead To Opportunity Sales Process.

    1. Go to Settings > Customizations > Customize the System.
    2. On the Default Solution page, expand Entity, and then select an entity.
    3. On the General tab, under Data Services, verify that the Change Tracking option is enabled.

  • Don't delete the Sales Insights MDL Config solution from the solutions. If you delete this solution, the Sales Insights features give inaccurate results and might be disabled.

    If you want to delete the Sales Insights MDL Config solution due to storage problems, uninstall the SalesInsightsAddOn solution too. This action ensures that the Sales Insights MDL Config solution isn't automatically reinstalled when future updates are pushed to your organization.

Privacy notice

For specific privacy information about Dynamics 365 Sales Insights capabilities, see Privacy notice.

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Overview of Dynamics 365 Sales
Improve seller coaching and sales potential with conversation intelligence
Sales Insights privacy notice

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