Intelligent Suggestions in Dynamics 365 Sales


The article discusses the feature called 'Provide intelligent suggestions to improve seller effectiveness' in Dynamics 365 Sales. The system/ AI will automatically create suggestions related to sales records, which will show as cards in the sales accelerator and in the 'up next' widget on forms. The suggestions are designed to give insights to sellers and help them focus on the right deals, prospects, and customers. The article explains how to enable the suggestions preview and how to generate suggestions. It also covers the suggestion data, manually creating suggestions, suggestion segments, sequences, and assignment, and working with suggestions. The article is written by Dian Taylor and was published on d365goddess.com on August 29, 2023.


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