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Customer experience | Sales, Customer Insights,...
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Insight Cards for Customer Service users

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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
    Microsoft Employee 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.

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