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Customer experience | Sales, Customer Insights,...
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Optimize ranking in dynamics 365 for sales

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Posted on by 1,085

Hello Community Experts,

Could anybody please guide me on the use of optimize ranking feature in dynamics 365 for sales!

I'm not understanding how to view the results of the cards i set

Kindly Guide,

Best Regards,

Sumaira Noor

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  • Verified answer
    Harshvardhan Ojha Profile Picture
    on at

    Hi Sumaira,

    Please follow link  to learn more about this feature.

    If sales insights card is being created regarding an entity, example opportunity, and you have a condition which when satisfied, you want to see cards related to those entities on top, you need this feature.

    Example : You have insight cards created for 2 opportunities as below.

    Opportunity 1: Estimated Revenue : $1000k

    Opportunity 2: Estimated Revenue : $5000k

    And a rule is set -> estimated revenue > $2000k, insights card related to Opportunity 2, will show on top. 

    In fact, rule defined on optimize ranking page, takes highest priority in system.

    Regards

    Harsh

  • Sumaira Noor Profile Picture
    1,085 on at

    Thanks for the help Harsh

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