Execute Custom actions using sales insight cards (assistant V3) in D365 CE

If you're using Dynamics 365 Sales, you might be aware of the pre-defined insights cards that come with it. These cards are useful but sometimes may not cover all the requirements. In such cases, administrators can create custom insights cards using Power Automate FLOW.

The advantage of creating custom insight cards is that it can be tailored to your specific business needs. As a result, it provides more relevant and actionable insights to the sales team. This tutorial sheds light on how to execute custom actions using sales insight cards (Assistant V3) in D365 CE.

The insights cards help enhance the customer’s buying experience and increase the revenue for the business. The process of creating custom insight cards is easy, and it is a great way to make sure the sales team has access to the most relevant information that they require, at the right time.

By following the approach outlined in this tutorial, you can unleash the true potential of your sales insights cards and increase your overall sales and revenue.

Check out the full article for more details: https://www.inogic.com/blog/2022/09/execute-custom-actions-using-sales-insight-cards-assistant-v3-in-d365-ce/