Intelligent CRM - Configure your own Next Best Actions with Dynamics 365 Sales Insights
Speaker: Lisa Crosbie |
AI is now infused throughout Dynamics 365, changing the way we think about and work with CRM. Rather creating 'to do' list and email alerts, we can now use AI to surface intelligent insights to suggest next best actions for sales people, making them more effective in their roles (and making their CRM system much more of a pleasure to use!). With Dynamics 365 Sales Insights, you can create and configure your own next best action suggestions with Custom Insights Cards in the Relationship Assistant, without any code. This session is a practical how-to guide - getting started with Sales Insights, configuring Flow for various types of next best action suggestions (including triggers from external systems) and sample use cases - everything you need to be able to do your own AI in Dynamics 365, and surface the intelligence and insights that will work for you organisation.