Turn on Notes Analysis
Make sure you’ve enabled D365 AI For Sales for your organization. For more information on enabling D365 AI For Sales, check my blog on Enable Dynamics 365 AI for Sales in v9.1.x
You can turn on Notes Analysis once your D365 AI For Sales is setup. Navigate to Settings > Sales AI and look for Notes Analysis and turn it on like so if it appears Disabled –
Simply turn it on.
Notes Analysis at work
Remember, you’ll need to have the Timeline control enabled in you D365 Unified Interface. Timeline control is available for Contacts, Opportunities, Leads, Accounts and Case forms (COLAC).
Now, with a normal Note put on Accounts in the Timeline, you’ll see this – where you have your usual Note entered and it appears that it isn’t clickable.
But, with the Notes Analysis turned on, you’ll be able to perform Actions on the same.
The Note is now a clickable link and once you click on it, based on the context of the Note entered, it will show actionable item to be performed.
Notes Analysis can provide suggestions like creating activities, tasks, contacts etc. I’ll keep exploring what else it can do and let you all know!