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Syndicated from - https://d365demystified.com/2019/11/19/create-your-own-insight-cards-with-power-automate-in-sales-insights/
Sales Insight’s cards are not just restricted by what is provided by Sales Insights for your Org, you can make your own using Power Automate too. Here’s how –
These features aren’t free under Free Features of Sales Insights. Sales Insights license is for $50/user/month. More info on licensing here – Sales Insights Licensing
For free features, only pre-defined Insight Cards show up. You don’t get to create your Cards. To try this feature, you can create a 30-day Sales Insight trial.
Let’s say you have a custom field on the Account called as Renewal Date which holds a Date of renewal for an account. And you want to create an Insights card to show up whenever this date is within 5 days –
Let’s say you have Sales Insights already setup in your Org and you have moderate knowledge of Power Automate (formerly known as Flows)
I wanted to have a custom reference of the Reminder Date in my own way in D365 instead of making the Power Automate query more complex. I’ve created a Calculated Date field for RenewalReminder to store date of 5 days before the Renewal Date and this will be maintained for all records. So that the field stores 5 days prior to the Renewal Date (I’ve hidden it away in actual implementation later on)
In the past, I’ve implemented a similar scenario to store current date used for views in D365, reference Blog: Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE
Since we’ve chosen a template to get a reference from, feel free to remove/modify whatever you need to –
And that’s that! Your Power Automate is ready to create Insight Cards which remind you of an upcoming renewal
Now, every day when the Power Automate runs, it will create Insight cards for you and they’ll appear as you’ve configured them. In this case, For Alpine Ski House account, the Renewal Date is 20th Nov, so the card has started showing up since 5 days before the Renewal Date (Date stored in RenewalReminder for referencing, you can choose your own way to do so in Flows)
Even in your Dashboards, since you’re the owner of the record and it’s set to show only to the owner, you’ll see it and clicking on the Open button will open the Account record itself
Hope this helps!!
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