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[How to} enable relationship insights in Dynamics 365 sales insights

uk365guy

Hello Everyone,

Today i am going to share how to enable relationship insights in dynamics 365 sales insights.

Let’s get’s started.

What is relationship insights?

Relationship Intelligence helps sellers use the information in Dynamics 365 and Microsoft 365 to identify, build, and nurture relationships with their customers.

Relationship Intelligence = ENABLE.

Enable for all security roles, specific security roles.

Relationship Analytics:

Relationship analytics monitors customer relationships with health score and detailed analytics about interactions, patterns and trends based on interaction data from Dynamics 365 and Outlook.

Enabled.

Who Knows Whom:

Who knows whom helps sellers quickly identify colleagues within the organisation who can introduce them to lead or contract = Enabled.

Finally Save.

Relationship analytics and health:

Relationshio health : Rating and trends appear on sales insights opportunity record forns, list views and charts. ENABLED.

Activity influence:

You can adjust the relative importance of different activity types in determing relationship health. Provide a value between 3 and 9.

English: 6
Meetings 6
Phone calls 6
Tasks 6

Communication Frequency:

How often do you plan to communicate with your customers : Every day, a few times a week, Once a week, a few times a month, Once a month.

Health score grading:

Tell us the grading you want for the health score. when you input the range, you will see an estimate of the percentage of records that would fall under each category. Any changes you make can take up to 24 hours to be reflected in the health classification.

1. Good: calculating estimates can take up to 24 hours: 100 to 75

2. Fair: Calculating estimates can take up to 24 hours. 59 to 45

3. Poor: Calculating estimates can take up to 24 hours. 39 to 0

Who Knows Whom:

To use who knows whom in Dynamics 365, ensure that connection graph in Office 365 Admin Center is enabled,

Select an email template from the below to use for sending introduction emails to connections.

1. Who knows whom introduction.
2. Marketing communication unsubscribe acknowledge
3.New Product Launch.
4. Who Knows whom Introduction.

Then save.

That’s it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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{How to} enable Productivity Settings on Dynamics 365 Sales Insights

uk365guy

Hello Everyone,

Today i am going to show how to enable productivity settings and what are the useful setting that will get from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales App.

Conversation Intelligence:

Which enables your sales team to access powerful call insights and analysis, drill down into their customer interactions and get real time call transcripts and summaries.

Microsoft Teams Call Recording: Enable your sellers to make call recordings with Microsoft Teams calls, which will be used by conversation intelligence to provide insights and analysis for those calls.

Click on Enable Teams calls – setup

Teams calls : ON,

Allow sellers to make calls right from where they work.

Answer incoming calls in Dynamics 365 = ON

When customers or leads call, sellers can answer in Dynamics 365 and keep all the relevant information at hand.

Check the box: Internal calls will ring only in the Teams app, not in Dynamics 365 (recommended)

Transfer calls (Preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes: blind, safe or consultative

Enable for:

1. All Security roles
2. Specific security roles

Advanced settings:

Select Dynamics 365 apps for Teams calls: Search for Sales Hub.

Recording with real-time transcription and insights = ON

Enable for:

1. All security roles
2. Specific security roles.

Click on UPDATE.

Call recording storage: which define call recording storage location and retention.

Storage for call recording: Select the storage where call recordings are saved.

Retention policy: choose the amount of time that call recording data is stored.

1. Microsoft provided storage
2. Your own Azure storage

Retention Policy: 30 day retention policy, 90 day retention policy.

Similarly Business settings:

Conversation tracking:

competition, competitor

Track keywords:

add specific keyword or phrases to your solution or industry to track and analyze by seller and customer mentions.

Automated summaries:

Enable call summary: Call summaries are automatically generated for each and include the call trancript, key topics discussed by call participants, tracked keywords, possible action items and more enabkling sellers to easily review the call, and create and revise notes.

My Languages: you can select the language to enable accurate transcription, keyword tracking, analysis, insights and KPI’s.

Data Consent and privacy:

Check the box to read only access to data.

New and upcoming features:

You can check the features before they’re rolled out to all your customers.

1. Hide credit card info in trancripts.

Call categorization(preview)
1. Voicemail
2. Contact is unavailable
3. Short calls with reschedule requests
4. Short calls in which the contact indicates the call is unwanted.

That’s it for today

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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{How to } download active users and active users by security role from Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to share how to check most active users and active users by security role from power platform admin center.

Let’s get’s started.

Suppose you have a requirment to check most active users and active users by security role in your environment(Dataverse).

How do you check that ?

Login into Power Platform Admin Center

Expand the analytics and click on the dataverse.

In the drop down views: You can see the active users by device type, active users by business unit, by security role, by client, by entities, performing operations, custom entities, OOB entities, Most active workflows, plugins, used API.

Active Dynamics 365 Customer Engagement Plan Users by Application,

Non-conformant usage by users with Team Members License.

For more information click here

Thats it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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{How to } show Dynamics 365 Data in Teams meetings

uk365guy

Hello Everyone,

Today I am going to show how to show dynamics 365 data in teams meetings.

Let’s get’s started.

Login into Dynamics 365 Sales App.

Click on App Settings.

Show Dynamics 365 data in Teams meetings(preview)

Suppose when a meeting is connected to a Dynamics 365 record, automatically show record details in Teams when the meeting start. Only people in your org will see the record data in teams.

Turn on this settings to YES.

Note: In order to make this settings work, turn on this server side sync settings too.

Synchronation of Calendars:

Teams meetings created in Dynamics 365 will show up on the calendars in Teams and Outlook.

To create meetings from Dynamics 365, turn on this settings:

Add and join meetings:

Lets people create and join Teams meetings directly from Dynamics 365. Go to Power Platform Admin Center, Open the environment.

Navigate to Settings > Products > Features and turn on End users can add and join Teams meetings from appointments in model driven apps.

Finally Save.

That’s it for today.

I hope this helps
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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{How to} enable Microsoft Teams Collaboration and chat from Dynamics 365 Sales App

uk365guy

Hello Everyone,

Today I am going to show how to enable microsoft teams collaboration and chat from Dynamics 365 Sales App.

Let’s get’s started.

Login into Dynamics 365 Sales App.

Change the settings to “APP SETTINGS”.

Click on the “Chat and collaboration”

Microsoft Teams collaboration and chat – seamlessly collaborate with Dynamics 365 Teams members.

Some of the settings here you need to enable, lets see what they are ?

Turn on the linking of Dynamics 365 records to Microsoft Teams channels – Lets people in your org connect records and views to Teams channels, and let them open records in teams during meetings.

Turn on Enhanced Microsoft Teams Integration – Allows pinning of records and views to a teams channel directly from Dynamics 365 and suggests members to be added. Requires tenant admin permissions. When this settings turned on – tenant admin show approve or allow for this integration.

Turn on Confidential Labels – Create private Teams and add sensitivity/confidentiality labels in the Enhanced Microsoft Teams Integration.

Turn on Microsoft Teams chats inside Dynamics 365 – Engage in Teams chats with coworkers right from Dynamics 365 = ON.

Show Teams chats on the connected records timeline(Preview). – Sync Teams chat data with Dynamics 365 records. This will allow chat activity to show up on the timeline.

Note: Only a global administrator can turn on this settings.

Finally SAVE.

You can also enable Sales Copilot (preview) which allows to you to prepare for the upcoming meetings, just type in the questions you will get response appropriately if sales copilot is enabled on this Sales App.

Final settings will be like this below screenshot.

That’s it for today.

I hope this helps.
Malla Reddy(@UK365GUY)
#365BlogPostsin365Days

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