web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Insight Cards for Customer Service users

(0) ShareShare
ReportReport
Posted on by 428

Hi,

I have a scenario where Customer Service licensed users would like to see Insight Cards to help them manage cases and activities.  However, my understanding is that Insight Cards only come with a Dynamics 365 Sales Enterprise license for the standard cards and then you also need the Dynamics 365 Sales Insights add-on to be able to create custom cards with Power Automate (Flow).

Under the new licensing model I assume that for a Customer Service user to be able to view custom Insight Cards they would have to have the Dynamics 365 Sales Insights add-on license?

It's a shame that the Insight Cards are specific to Sales as I see a whole lot of use cases for them with the other Dynamics 365 modules.  I just want the cards functionality and not the whole Sales Insights app.

Any thoughts or ideas around this?

I have the same question (0)
  • CC-23010533-0 Profile Picture
    15 on at

    Was there an answer to this?

  • Hamish Sheild Profile Picture
    428 on at

    I don't think there is an alternative to this.  To use Custom Insight Cards you need to have a Dynamics 365 Sales Insights license.

    There is an Idea on the Dynamics 365 Application Ideas site for this.   Please vote and hopefully the product team will look at it

    experience.dynamics.com/.../

  • EM-29072120-0 Profile Picture
    on at

    Thanks for bringing this up. We are looking into this request and will consider it in one of our future releases. Thanks for up voting this request on our idea site, it is a valuable source of information that helps us prioritize feature requests.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans