"Talking Points" doesn't show up after turning on Sales Insights features

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Posted on by ShannonCRM

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I set up Sales Insights but Talking Points is not appearing on the Contact (or anywhere else). I can see the content for it in the form designer - but it doesn't appear.

We have deliberately set up a test where we created contacts with gmail accounts and then used those accounts to send (and track) emails that talked about Sports, Family, and other topics that are supposed to be tracked. Example, I sent an email like

"I am taking my son to Blue Man Group for his birthday this week" <-- thinking it would show up as a talking point, the salesperson might ask "Oh, and how did your son's birthday go?" or whatever.

Is there a trick to get it to show up?

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Harshvardhan Ojha Microsoft Employee on at

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Do you see talking points section on contacts(default) form? It may be empty.

If not, verify you have below settings.

1. Talking points is enabled from sales insights settings.

2. Approved mailbox and enabled server side sync for logged in user.

3. Make sure role has read privilege on icebreaker entity.

If you have correct setup, can you please try below string, try sending it from contact to the logged in user.

I'm back from vacation - we had a wonderful time skiing in fresh
powder! Now I need to get my mind back to work-related things :)

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ShannonCRM 502 on at

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I think our challenge here is "approved mailbox". I actually have that option unchecked (not to require) so most features work without it. However, some features seem to require it nonetheless.

I do not have permissons to Approve Mailboxes and have to go find someone in my org that has that level of permissions in office 365 (they don't give it to the Dynamics Sys-Admin). So, given our thousands of users, we just don't approve mailboxes. I should find out if there is a way to auto-approve mailboxes.

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ShannonCRM 502 on at

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You should mark your reply as a suggested answer so I can mark it as the answer. Although I can't verify it will work due to my mailbox approval issue, it is very clear and you should get credit for the answer.

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