RE: Optimize ranking in dynamics 365 for sales
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
