From the course: Microsoft Dynamics 365: Sales Insights
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Sales Accelerator setup - Dynamics Tutorial
From the course: Microsoft Dynamics 365: Sales Insights
Sales Accelerator setup
- [Instructor] Before your organization can start using the sales accelerator in Dynamics 365, a sales manager or system administrator needs to run through the initial setup. If you need to make changes to the setup after the first run you can do this at any time by navigating to the sales insight settings area in Dynamics 365 sales. For the best experience, Microsoft recommends enabling and configuring lead and opportunity scoring as well. This will help sellers prioritize their deals by including the scoring information. By initializing the sales accelerator setup, all components will become available for configuration. These components are setup. This is what you'll do to run the initial setup, segments, sequences, team settings and assignment rules. Let me show you where you can go in order to configure the sales accelerator. So I'm going to change the area from sales to sales insight settings. And you can see here…
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