Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales Insights updates!Learn about the key capabilities and features of Dynamics 365 Sales Insights and experience some of the new features.
Download overview guide | Watch Sales Insight video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We are currently using Relationship assistant to manage and create Insight Cards, I know that I have to buy a Dynamics 365 AI for Sales license, :( :(.
Are there some features about the Sales insight and Relathiopnship assistant that I can use without buying the Dynamics 365 AI for Sales license?
following are the free features : Relationship Assistant OOB cards , Email Engagement and Auto Data Capture.
for other Sales Insights feature I thinkit is free for 30 days... so if you want to try and see ... you can go ahead and get a feel of the SI package
thanks a lot below the document that I have found
the first link is to the documentation of Sales Insights free features which are also called embedded features as they come with Sales by default.
the second link is to the new feature shipped in Apr as preview to bring in our custom insights into CRM via Relationship Assistant . Since it is preview hence it is free today but I believe once it becomes GA it would be part of the Sales Insight paid SKU.
Yes definitely. There is a basic version of the assistant which we have been shipping since the past few releases, email engagement and basic auto capture that are available without the license.
We hope you find them valuable enough to try the other features as well.
You can use the basic out of the box insight cards without the license, which you can turn on and off and in some cases can configure a little bit. For more advanced configurations you need the license.
Business Applications communities