KB147: Dynamics 365 Sales Insights Standard Features For SMB Transformation

Dynamics 365 Sales Insights

KB147: Dynamics 365 Sales Insights Standard Features For SMB Transformation

KB147: Dynamics 365 Sales Insights Standard Features For SMB Transformation 1008 491 Shrutidhara

What is Dynamics 365 Sales Insights?

Sales Insights is a Dynamics 365 Solution that empowers you to foster strong relationships with your customers. It analyses the customer-interaction data stored in the enormous databases of Microsoft 365 & Dynamics 365 Sales. While on the one hand, the real-time metrics facilitate a coherent understanding of your business processes . On the other hand, it offers valuable AI-powered insights and paves the way for well-informed data-driven decisions.

Dynamics 365 Sales Insights offers both standard & Premium features. However, In this blog, let us dive deeper and outline the Standard features of Dynamics 365 Sales Insights.

Dynamics 365 Sales Insights Standard Features


Formerly known as Relationship Assistant, this feature offered by Dynamics 365 Sales Insights helps you analyze information stored in various databases. You can access it through several ways like the navigation bar, dashboard or the entities section. Moreover, it offers AI-driven insights and personalized recommendations through insight cards. It also categorizes the insight cards by priority and filters them depending upon the current context.

Further, the insight cards can be divided into two groups

  1. Notifications – The notifications reflect those events that require your immediate attention, such as upcoming meetings, reminders for items, etc.
  2. Insights – The insights reflect information that can be acted upon later–for example, AI-driven suggestions for cross-sale, etc.

Similarly, the Assistant feature allows you to manage your day-to-day activities and interactions effectively. Furthermore, it keeps you up-to-date by notifying you whenever an opportunity is nearing its close date or whenever an account or a contact is inactive for an extended period. By doing so, it allows you to create a seamless experience for your customers.

Email Engagement

The standard version of Dynamics 365 Sales Insights offers features like Email Engagement. Email engagement allows you to discover the most responsive customers and prospects by identifying patterns of customer behaviour. For example, you get a notification whenever a customer opens your message, clicks a link, or sends you a reply. It also provides alerts concerning your follow up emails and so on. Moreover, it offers recommendations regarding the email delivery time based on the customer’s time zone. Further, you can choose different email templates & run more effective & targeted email campaigns.

Auto Capture

Dynamics 365 sales Insights offers features like Auto Capture that allows you to track customer engagements. Moreover, you can do so with the help of recommended suggestions that enables you to track email & meetings from MS Exchange. Similarly, based on these activities, it also offers recommended cues for adding new contacts. Further, it displays customer interactions on the timeline for records related to Opportunity, Contact, Lead, Account, Case and Custom Entities.

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