Sales Insights: Assistant (full capabilities)
This article discusses the premium features of the Sales Insights offering for D365 Sales. The author focuses on the Assistant, Sales Insights cards, and how to prioritize them. The Assistant Studio allows users to create their own Insight cards using Power Automate. Each Insight card can be assigned a security role and ranked in terms of priority. The article also provides a walkthrough on creating a custom Insight card using Power Automate. The author explains the different button types available for Insight cards, including Custom Action, Launch Playbook, Open Record, Open URL, and REST. These button types allow for various actions and interactions within the Sales app.
Article 60m
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