How to configure Relationship Assistance in Dynamics 365 CE/CRM

Dynamics 365 Sales Insights/ Relationship Assistance continuously analyzes the vast collection of customer-interaction data already stored in your Dynamics 365 Sales and Microsoft 365 databases. This helps you to better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. Also, it enables you to build strong relationships with customers, take actions based on insights, and close opportunities faster.

Sales Insights helps organizations in the following four areas:

• Guided selling: Guide sellers on their next course of action with timely and actionable insights.
• Productivity intelligence: Free up sellers’ time by minimizing manual data entry with contextual, real-time suggestions for updating existing records and creating new records, making sure your data is always up to date.
• Connection insights: Build stronger relationships with customers and move relationships forward with AI-guided selling. Take preemptive steps to mitigate risks with a relationship health score.
• Predictive models: Increase conversion and win rates by using AI to prioritize leads and opportunities with the highest likelihood to convert and buy.

Lets see how to enable this.

Login Dynamics 365 and Go to Advanced Settings. Now at the top option you can see Sales Insight option.

once the Sales Insight option is loaded you will find a option called “Auto Capture”. You can enable this option to see the cards.

Now you can enable all options and click Save.

You can enroll now !We are giving 30% discount on our Internship Program

Don’t miss the chance to participate in the upcoming Internship Program which will be done using Microsoft Dot Net Web Development Full Stack Technology. The new batch will be starting from May 20, 2024.  We will have most experienced trainers for you to successfully complete the internship with live project experience.

Why to choose Our Internship Program?

Industry-Relevant Projects
Tailored Assignments: We offer projects that align with your academic background and career aspirations.
Real-World Challenges: Tackle industry-specific problems and contribute to meaningful projects that make a difference.

Professional Mentorship
Guidance from Experts: Benefit from one-on-one mentorship from seasoned professionals in your field.
Career Development Workshops: Participate in workshops that focus on resume building, interview skills, and career planning.

Networking Opportunities
Connect with Industry Leaders: Build relationships with professionals and expand your professional network.
Peer Interaction: Collaborate with fellow interns and exchange ideas, fostering a supportive and collaborative environment.

Skill Enhancement
Hands-On Experience: Gain practical skills and learn new technologies through project-based learning.
Soft Skills Development: Enhance communication, teamwork, and problem-solving skills essential for career success.

Book Your Seat Now

Free Demo Class Available