Introduction
Get more productive with Sales Insights
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What you should know
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1. Sales Accelerator
What is the sales accelerator in Sales Insights?
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Sales Accelerator setup
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Working with segments
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Managing sequences
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Working with team settings
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Working with assignment rules
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2. Assistant Studio
Become familiar with the Assistant Studio
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Insight cards
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Optimize ranking
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3. Increasing Productivity
Productivity settings
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Conversion intelligence
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Auto-capture
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Email engagement
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Notes analysis
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4. Relationship Insights
What are relationship insights?
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Review analytics and health
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Talking points
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Who knows whom?
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5. Predictive Scoring
Opportunity and lead scoring
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Premium forecasting
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Conclusion
Advancing your D365 knowledge
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