Dynamics 365 Sales Insights enables the sales team to know their clients more and analyse the potential business using AI insights. The sales insights help guide your team to close business by guiding the next actions and activities from one side and producing a better forecast.
To understand Dynamics 365 Sales Insights, we need to know the features that the solution offers. It is important to differentiate between the Standard and Premium Sales Insights features and how we can install each package.
Micorosft classification of sales insights
There are a number of insights, Microsoft classifies those insights based on the benefit each feature provides, and we can classify them based on licencing.
– Sales Insights benefit calssification
Guided selling
Advise sales team with actions to follow up and close business.
- Assistant (standard)
- Assistant (premium)
Productivity intelligence
Keeping the sales records up to date by suggesting new records and update existing records.
- Auto capture (standard + premium)
- Email engagement (standard)
- Sales accelerator and sequence (preview)
- Notes analysis
Connection insights
Develops better customer realtionship.
- Conversation intelligence
- Relationship analytics and health
- Talking points
- Who knows whom
Predictive models
Prioritize leads and opportunities to close.
- Predictive lead scoring
- Predictive opportunity scoring
- Premium forecasting
– Sales Insights licencingclassification
Standard sales insights are provided with Dynamics 365 Sales Enterprise plan, while premium sales insights require additional licences.
Standard Sales Insights
Available out of the box as part of the Dynamics 365 Sales Enterprise plan.
Features:
- Assistant
- Auto capture
- Email Engagement
Premium Sales Insights
This post will not cover licencing as it varies from one location to another, and licencing is subject to change quite often; however, we need to know that additional Sales Premium or Sales Insight licences are required.
Features:
- Premium assistant
- Premium auto capture
- Notes analysis
- Who knows whom
- Predictive lead scoring
- Predictive opportunity scoring
- Premium forecasting
- Talking points
- Sales accelerator
- Assistant app form teams
- Conversation intelligence
Enabling Dynamics 365 Sales Insights
First, an administrator role is required to enable Dynamics 365 Sales Insights.
Enabling Standard Sales Insights
The first step is to agree on the terms of services. 
Assistant (standard)
As shown above, the assistant feature is enabled by default and doesn’t require agreeing on the terms as the other options.
Auto capture (standard + preview)
Once agreed on tems, auto capture is available to manage.
Email Engagment
Once agreed on tems, email engagment is available to set up.
Enabling Premuim Sales Insights
The first thing to enable premium features is to acquire additional Sales Premium or Sales Insight licences.
Sales Premium or Sales Insight licences
Clients are required to obtain either Sales Premium or Sales Insight licences in addition to Sales Enterprise.
A trial version for either ales Premium or Sales Insight licences can be obtained from Microsoft 365 and require Global Admin privilege. Then, either app will require to be installed on the environment. Read more on how to create a Sales Insight trial.
Premium features are open for set up
Once either Sales Premium or Sales Insight app is installed, all the premium features mentioned above are open to being set up.
