Sales AI: Create and Manage Insight Cards (Preview)

Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. They are displayed throughout the application to provide relevant information for the context you are working in at the moment. They are generated by the relationship assistant based on data stored in Dynamics 365 for Sales and your Exchange inbox and calendar. 

Action Cards are categorized into the following:

• Base cards
• Email cards from Exchange
• Relationship analytics cards
• Email engagement cards
• Productivity cards
• “Today” cards

Create Insight Cards

First, we need to enable the Manage Insight Card Preview Feature.

• Navigate to Sales Insight Settings and Click on Assitant Tab.
• Enable Preview Enabled and now we can try this feature.

1. Click on Create a flow in Microsoft Flow

2. Now you can either select any one of the templates to create a new insight card and if you want to create from an empty flow, select Create from blank.

3. If you select one of the templates, it will navigate to Microsoft Flow and design the flow.

4. Finally, the most important part of creating an Insight card is through the new Flow Action called ‘Create card for assitant (Preview)‘.

• Organization Name: The name of the organization for which you want to trigger the card.
• Card Name: Name of the card to refer to in the list of available cards in the Manage insight cards tab of Dynamics 365 AI for Sales.
• Description: The summary or the basic information of the card that is to be displayed.
• Action: The convenient links that will help you complete whatever type of action the card is recommending. The number (up to two) and types of links provided here vary by card type.
• Action Parameter: The ID of the created action.
• Optionally, you can configure the advanced options for the condition. Select Show advanced options and update the parameters Title, Start Date, End Date, Display to, Reasons, Regarding Object ID, Action Parameter Entity ID Type, and Regarding Object Type.

5. Save the flow. When the card is saved, the Manage insight cards list gets updated and the new custom card displays. Now you can edit the card to set priority and assign to different security roles.

Edit Insight Cards

Editing insight cards allow administrators to perform the following tasks based on the card:

• Turn cards on or off: When you turn off a card, the assistant feature disables the card for the security roles you have assigned the card to. However, the assistant feature doesn’t disable other properties that are associated with the card. For the card that you generated using Microsoft Flow, you can disable the card but you can’t delete the flow. Even after you disable the card, the flow remains active because other custom insight cards might use the flow.
• Assign to or remove roles from a card: You can edit the card to assign or remove the security roles to the card. When you create a card, you must specify the security roles to whom you want the card to display. By default, all the cards are assigned to the security roles Salesperson and Sales Manager.
• Set priority of a card: When you set a card as a priority, the card is displayed to the user at the top.
• Edit the flow of a card: You can add or update conditions and steps, and update the properties of a condition.

Optimize the ranking of insight cards

The basic structure of rules displays as Cards related to ‘Name of the entity’ with ‘Attribute type’ ‘Condition’ ‘Value’. The four properties are:

• Name of the entity: The entities such as account, leads, and opportunities are used to model and manage business data in Dynamics 365 for Customer Engagement apps. After you select the entity, the values in the Attribute type, Condition, and Value drop-down lists change accordingly.
• Attribute type: An entity has a set of attributes. For example, the account entity contains attributes such as Name, Address, and OwnerId. The attribute types displayed in the drop-down list vary depending on the entity selection and are related to the fields defined within CRM.
• Condition: The condition specifies that a card is displayed when the set condition is met. For example, some common conditions are above, equal, and below.
• Value: The value specifies the unit of measure for a condition to validate for the attribute type. For example, you want to prioritize cards of accounts where the annual revenue is more than $100,000 and display it to your user in your organization. You define the rule as, Cards related to account with annual revenue above 100,000.

I hope I have given you enough summary to think about this feature and you will consider checking it out.
Till next time, Cheers 😉

References:

• Preview: Create custom insight cards
• Preview: Edit insight cards
• Preview: Optimize ranking of insight cards