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

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/

Published on:

Learn more
	Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting
Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Share post:

Related posts

Configure Sales Copilot for D365 Sales (preview)

If you're a Dynamics 365 user looking to streamline your sales process, Sales Copilot is a powerful tool that can help you achieve your goals....

11 months ago

Dynamics 365 ​​​​​​​Customer Insights, Sales, and Commerce 2023 Release Wave 2 Highlights

If you're curious about the new features and functionalities in Dynamics 365 ​​Customer Insights, Sales, and Commerce's 2023 Release Wave 2, t...

1 year ago

Can Dynamics 365 Sales (CRM) Be Customized?

The video in this link explores the topic of customizing Dynamics 365 Sales (formerly known as CRM). Dynamics 365 Sales is a powerful tool for...

1 year ago

Streamline Sales Processes with Dynamics 365 CRM

Do you want to streamline your sales processes? Look no further than Dynamics 365 CRM. Zelite guided their client, The Academy, a government-o...

1 year ago

Improve Your Sales Process with Dynamics 365 Sales AI

Are you looking to boost your sales revenue and streamline your sales process? Dynamics 365 Sales AI may be just the solution you need to take...

1 year ago

2023 Release Wave 1: D365 Sales Release Notes | Part 2

The 2023 Release Wave 1 has introduced a plethora of new features and updates for Microsoft Dynamics 365 Sales. In this series, the author del...

1 year ago

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Sales forecasting is a crucial aspect of any business, and having efficient sales processes enables smooth operations and successful outcomes....

1 year ago

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

In today’s dynamic business world, organizations must constantly evolve to remain competitive, and automation is one of the key elements of th...

1 year ago

Exploring sales usage reporting feature in Dynamics 365 CE sales analytics

Microsoft is constantly improving the reporting capabilities within Dynamics 365, and one of the latest features is the sales usage reporting ...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy