Enable Embedded Intelligence and configure its features in D365 v9.1

Embedded Intelligence you features like Relationship Assistant, Auto Capture and Email Engagement. Yes, you’ve seen them before in previous D365 versions and configuring them got easier in D365 v9.1

Read Policy and Accept Terms

  1. Navigate to Settings > Sales AI. Under Overview tab, click on I accept as shown below.
    acceptTerms
    Note: Make sure you read the Privacy Statement if and whether or not it violates your organization’s privacy policies.2. Once Accepted, features like Relationship Assistant, Email Engagement and Auto Capture are available to be configured as follows
    EITurnedOn

Relationship Assistant

Relationship Assistant helps you to draw your attention to what matters about the information in Dynamics 365 at that moment.

It shows you Action Cards that are relevant to the user at the given point of time and where the users can quickly take some common actions associated with it. need to take action on and are relevant given at the point of time.

Example, if an Opportunity is due tomorrow, the Relationship Assistant will show up on the Opportunity and show you this.

relationshipAssistant

Configure – Relationship Assistant
You can configure the Relationship assistant on the next tab in Sales AI itself.
configureRA

 

Email Engagement

Email Engagement will tell you how your communication is being taking shape. Track insights about the emails you send from D365 and accordingly, take your next move.

Like, you can set a reminder to follow up and track what happened to the email you sent.
emailEngagement

Configure – Email Engagement
1. Turn on Email Engagement by simply clicking on the Disabled button to Enable it.
disabledEE

2. Email engagement is turned on now.
EETurnedOn

 

Auto Capture

Get a glance of emails relevant to your D365 records but which aren’t actually tracked in D365 . You can then decide if it matters for you to pull it in D365.

autoCapture

Configure – Auto Capture
All you need is to enable Server Side Sync with your Exchange Online mailbox.

 

Hope I summarized the idea! 🙂

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D365 Quick Tip: Hide the D365 Classic Web UI for others

Administrators make sure everyone access the Unified Interface and discourage users from using the classic Web UI.

There’s a quick setting to hide the “Dynamics 365 – custom” from the Sidebar for other users. Let’s say users are seeing this currently. And you don’t want the to go there (from the sidebar menu at least).

oldUIVisible

Change the Visibility

  1. Navigate to Settings > My Apps.
    myApps
    Note: In case you don’t see My Apps in your Settings area, here’s a link to my blog for the shortcut to go inside My Apps – My Apps missing from D365 SiteMap
  2. Simply select “Hide for All Roles” as shown below. That’s it.
    hideForAllRoles
  3. And this is what others will then see.
    hiddenItem

Easy!

Enable Dynamics 365 AI for Sales in v9.1.x

One of the recent offerings by Microsoft is D365 AI For Sales. I saw this available on my D365 Trial instance which is 9.1.x.

I will quickly summarize on how you can enable D365 AI For Sales on your D365 environment having any of the Sales subscriptions.

d365Version

It has features like –

  1. Relationship Analytics
  2. Predictive Lead Scoring
  3. Predictive Opportunity Scoring
  4. Connecting Insights

More about which, you can read from the Microsoft Documentation – https://docs.microsoft.com/en-us/dynamics365/ai/sales/help-hub

Before we begin

  1. D365 AI For Sales is only available in the (NAM) North America region.
  2. You’ll need a D365 AI For Sales license for the same.

Check if Sales AI is available

Quickly, you can check your Settings area if you already see the Sales AI appears or not.
settingsArea

Or you can simply go to the below link to setup a trial for yourself –

https://dynamics.microsoft.com/en-us/ai/sales/

Or even from the Applications screen in the Dynamics 365 Admin Center –

adminCenterOption

Setup

  1. Let’s assume you’re on this page after you go to Settings > Sales AI. You can accept the terms to enable the Embedded Intelligence or even chose to do so later.
    embeddedIntelligence
  2. Moving further, I chose to directly enable the D365 AI for Sales by scrolling further and clicking on Get it now as shown below.
    aiGetItNow
  3. Then, I provided consent and Accepted.
    acceptConsent
  4. Agree to terms and click on Continue.
    clickContinue
  5. While it’s installing, you’ll see this –
    installing
  6. It took about a few hours until it was being setup in the background. Finally, once successfully done, D365 AI For Sales is now available for you to setup and you’ll see multiple tabs where you can configure each of the functionalities separately.
    aiEnabledYou can then choose to configure each of them separately. Hope this quick initial setup info helps!

D365 Admin Center: Instance Picker Link

Navigating to the D365 Instance Picker from the O365 or missing D365 Admin Center still a hassle?

Use the below link to directly navigate to the instance picker. Or maybe bookmark the link, perhaps.

https://port.crm.dynamics.com/G/Instances/InstancePicker.aspx?Redirect=True

instancePickerShortcut

Remember: You’ll need to have D365 Admin Role to be able to access this page.