Sales Insights: Basic set up
The article discusses the different products in the Dynamics 365 Insights suite, specifically focusing on Dynamics 365 Sales Insights. Sales Insights is designed to help sales managers improve their team's performance by analyzing interactions between salespeople and customers. The article walks through the configuration of the free features of Sales Insights, including Assistant, Auto Capture, and Email Engagement. Assistant allows salespeople to receive actionable insights and reminders, Auto Capture tracks email interactions, and Email Engagement provides notifications when recipients open emails and track attachment and link activity. The article also mentions the advanced features of Sales Insights, which require an additional cost.
Article 60m
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