Notes Analysis from Sales Insights – Dynamics 365

Hi Everyone,

Today I was going through Sales Hub and enabled Sales Insights to understand it more. As part of the Dynamics 365 Sales offering, only some of the basic features are available for free. Somehow, I feel Notes Analysis is a useful feature. It requires you to have a Sales Insight license. You can enable a free trial of this app though, to check how it works.

Enable Sales Insights in Dynamics 365

1) Navigate to Sales Hub and select Sales Insight Settings.

2) Select Try Sales Insights to enable and set up the sales insight subscription.

3) It takes few minutes to install and once the installation is completed, you will see the screen as below. Click on Go to Configuration or Navigate to Sales Insight Settings.

4) Enable Notes Analysis by click on Set up button. That’s it. Notes analysis has been enabled on your instance.

Before we go into reality, let’s try to understand what exactly Notes analysis does for us.

“Notes analysis provides you with suggestions for actions based on customer-related activities. When you create an activity, such as appointment, phone call, task, note, post, or custom activities, the notes analysis feature analyzes the descriptions provided in these activities and gives you intelligent suggestions. With these suggestions, you can take actions, such as creating a meeting request and adding a contact.”

Let’s check what exactly it does in reality.

I just opened an existing Account and entered Notes with Subject and Description as below and the system has changed the description to link and on click of that we see a popup of the card to take an action.

Subject – Next week
Description – Le’ts have a call next week.

Subject – Meeting tomorrow
Description – Let’s have a meeting tomorrow 4 PM and close the deal.

On click on Edit and Create button in the card, the system opens a Quick Create form for Phone call.

“There are two bugs in this, Subject has div tags and Regarding is showing No name. Hoping Microsoft fixes them soon.“

Hope this helps.

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Happy 365’ing
Gopinath

Sales Team Member app for users with Team Member license – Dynamics 365 Release Wave 1 2020

Hi Everyone,

The new Sales Team Member app is designed for the lightweight sales scenarios where users don’t need the full capabilities of an enterprise application. This app is included with the Team Member license.

At a high level, users with the Team Member license can perform the following tasks in the Sales Team Member app:

1) Customer management: work with contacts or see accounts.
2) Lead and opportunity management: see leads or opportunities linked with accounts or contacts, or see other sales-related data.
3) Add notes and activities, such as tasks.

These restrictions were not really enforced as of now and users that has been assigned a Team Member license would not be restricted from accessing Quote or Invoice records in the system.

Microsoft has announced that they would start enforcing the restrictions and to aid customers with compliance, it is now shipping an APP that is designed for Team Member license users.

The Sales Team Member APP is now available in organizations that has Sales Hub app already installed. Along with the APP, it also ships this security role named as Sales Team Member.

Hope this helps.

—
Happy 365’ing
Gopinath