{"id":20119,"date":"2019-08-08T12:10:48","date_gmt":"2019-08-08T12:10:48","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=20119"},"modified":"2020-05-27T07:42:31","modified_gmt":"2020-05-27T07:42:31","slug":"how-to-enable-and-use-connection-insights-feature-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/08\/how-to-enable-and-use-connection-insights-feature-in-dynamics-365-crm\/","title":{"rendered":"How to enable and use Connection Insights feature in Dynamics 365 CRM"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p style=\"text-align: justify;\">Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named <strong>\u2018Connection Insights\u2019<\/strong>.<\/p>\n<h3><strong>Pre-requisite<\/strong><\/h3>\n<p>Enable Sales Insights for the required environment. To do the same, simply follow the steps given below:<\/p>\n<p>In Sales hub app, select App Settings area \u00e0 navigate to Sales Insights and select System Configuration option as below:<\/p>\n<p style=\"padding-left: 200px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20120\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/1Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"205\" height=\"267\" \/><\/p>\n<p>Under System Configuration option \u00e0 AI setup would be shown\u00e0 here, accept the terms to enable the Embedded Intelligence\u00a0as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20121\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/2Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1185\" height=\"636\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/2Connection-Insights-feature.png 1185w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/2Connection-Insights-feature-300x161.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/2Connection-Insights-feature-768x412.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/2Connection-Insights-feature-1024x550.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/2Connection-Insights-feature-660x354.png 660w\" sizes=\"(max-width: 1185px) 100vw, 1185px\" \/><\/p>\n<p>Once done, Scroll down to enable the Dynamics 365 Sales Insights, click on <strong>\u2018Get it now\u2019<\/strong> as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20122\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/3Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1352\" height=\"545\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/3Connection-Insights-feature.png 1352w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/3Connection-Insights-feature-300x121.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/3Connection-Insights-feature-768x310.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/3Connection-Insights-feature-1024x413.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/3Connection-Insights-feature-660x266.png 660w\" sizes=\"(max-width: 1352px) 100vw, 1352px\" \/><\/p>\n<p>Next, accept the consent as shown below:<\/p>\n<p style=\"padding-left: 160px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20123\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/4Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"391\" height=\"647\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/4Connection-Insights-feature.png 391w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/4Connection-Insights-feature-181x300.png 181w\" sizes=\"(max-width: 391px) 100vw, 391px\" \/><\/p>\n<p>After that agree to Terms and click on Continue, while Dynamics 365 Sales Insights is being installed, below page would be shown:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20124\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/5Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1399\" height=\"510\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/5Connection-Insights-feature.png 1399w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/5Connection-Insights-feature-300x109.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/5Connection-Insights-feature-768x280.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/5Connection-Insights-feature-1024x373.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/5Connection-Insights-feature-660x241.png 660w\" sizes=\"(max-width: 1399px) 100vw, 1399px\" \/><\/p>\n<p>Once installed successfully you will see the below page:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20125\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/6Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1364\" height=\"507\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/6Connection-Insights-feature.png 1364w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/6Connection-Insights-feature-300x112.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/6Connection-Insights-feature-768x285.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/6Connection-Insights-feature-1024x381.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/6Connection-Insights-feature-660x245.png 660w\" sizes=\"(max-width: 1364px) 100vw, 1364px\" \/><\/p>\n<p>After installation, the below features will be enabled. Each of these features you can configure separately.<\/p>\n<ul>\n<li>Relationship Analytics<\/li>\n<li>Predictive Lead Scoring<\/li>\n<li>Predictive Opportunity Scoring<\/li>\n<li>Connection Insights<\/li>\n<\/ul>\n<p>Now let\u2019s configure Connection Insights feature as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20126\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/7Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1408\" height=\"583\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/7Connection-Insights-feature.png 1408w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/7Connection-Insights-feature-300x124.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/7Connection-Insights-feature-768x318.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/7Connection-Insights-feature-1024x424.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/7Connection-Insights-feature-660x273.png 660w\" sizes=\"(max-width: 1408px) 100vw, 1408px\" \/><\/p>\n<p><strong>Talking Points<\/strong><\/p>\n<ul>\n<li>This is a conversation starter by which sales representative can interact with customers on various points like Health, Family, Sports, and Entertainment<\/li>\n<li>Sales representative can remember the last conversion that they had with the customer, by automatically identifying the email conversion topic related to Health, Family, Sports, and Entertainment<\/li>\n<li>This insights are available on Contact page<\/li>\n<\/ul>\n<p>Click on all the available Talking Points and save them as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20127\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/8Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1410\" height=\"464\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/8Connection-Insights-feature.png 1410w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/8Connection-Insights-feature-300x99.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/8Connection-Insights-feature-768x253.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/8Connection-Insights-feature-1024x337.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/8Connection-Insights-feature-660x217.png 660w\" sizes=\"(max-width: 1410px) 100vw, 1410px\" \/><\/p>\n<p>As insights available are on Contact page, make sure that Talking Points card is available on the contact form as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20128\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/9Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1211\" height=\"667\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/9Connection-Insights-feature.png 1211w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/9Connection-Insights-feature-300x165.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/9Connection-Insights-feature-768x423.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/9Connection-Insights-feature-1024x564.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/9Connection-Insights-feature-660x364.png 660w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/p>\n<p>Next, enable the visibility of Taking Points section as shown below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20129\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/10Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1032\" height=\"694\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/10Connection-Insights-feature.png 1032w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/10Connection-Insights-feature-300x202.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/10Connection-Insights-feature-768x516.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/10Connection-Insights-feature-1024x689.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/10Connection-Insights-feature-660x444.png 660w\" sizes=\"(max-width: 1032px) 100vw, 1032px\" \/><\/p>\n<p style=\"text-align: justify;\">Once done, Talking Points card will start appearing on Contact form. Initially blank Talking Card would be shown, when there is no email conversion between the sales representative and customer:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20130\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/11Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"838\" height=\"512\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/11Connection-Insights-feature.png 838w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/11Connection-Insights-feature-300x183.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/11Connection-Insights-feature-768x469.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/11Connection-Insights-feature-660x403.png 660w\" sizes=\"(max-width: 838px) 100vw, 838px\" \/><\/p>\n<p>Let\u2019s consider an example to understand this feature better.<\/p>\n<p style=\"text-align: justify;\">Assume that one of the customer started conversion with Sales Representative about the topic of his <strong>\u2018Family\u2019<\/strong>, \u00a0then <em><u>Connection Insight mechanism will analyze the topic discussed in email and will segregate it in the category of Family. <\/u><\/em><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20131\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/12Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"1391\" height=\"532\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/12Connection-Insights-feature.png 1391w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/12Connection-Insights-feature-300x115.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/12Connection-Insights-feature-768x294.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/12Connection-Insights-feature-1024x392.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/12Connection-Insights-feature-660x252.png 660w\" sizes=\"(max-width: 1391px) 100vw, 1391px\" \/><\/p>\n<p>The Talking Points tile on contact would be populated as highlighted above.<\/p>\n<p>Let\u2019s have a closer look on the Talking Point tile:<\/p>\n<p style=\"padding-left: 200px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20132\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/13Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"299\" height=\"194\" \/><\/p>\n<ul>\n<li>There are distinguished colored topic icon on the Talking points tile to navigate on respective topic discussed i.e. Health, Family, Sports, and Entertainment. For e.g. Purple colored icon represent Family topic.<\/li>\n<li>Sales Representative can Like\/Dislike the message on Talking Point by clicking on arrow highlighted in black in the above image.<\/li>\n<li>Sales Representative can also view complete messages of a particular topic to get better insights by clicking on down arrow highlighted in green, this will display details as shown below:<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20133\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/14Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"773\" height=\"390\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/14Connection-Insights-feature.png 773w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/14Connection-Insights-feature-300x151.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/14Connection-Insights-feature-768x387.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/14Connection-Insights-feature-660x333.png 660w\" sizes=\"(max-width: 773px) 100vw, 773px\" \/><\/p>\n<ul>\n<li>Likewise Yellow colored icon represents Entertainment topic as shown below:<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20134\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/15Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"748\" height=\"311\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/15Connection-Insights-feature.png 748w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/15Connection-Insights-feature-300x125.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/15Connection-Insights-feature-660x274.png 660w\" sizes=\"(max-width: 748px) 100vw, 748px\" \/><\/p>\n<ul>\n<li>Green colored icon represents Sports topic as shown below:<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20135\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/16Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"762\" height=\"236\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/16Connection-Insights-feature.png 762w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/16Connection-Insights-feature-300x93.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/16Connection-Insights-feature-660x204.png 660w\" sizes=\"(max-width: 762px) 100vw, 762px\" \/><\/p>\n<ul>\n<li>Cyan Green colored icon represents Health (i.e. Holiday) topic as shown below:<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20136\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/17Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"823\" height=\"239\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/17Connection-Insights-feature.png 823w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/17Connection-Insights-feature-300x87.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/17Connection-Insights-feature-768x223.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/17Connection-Insights-feature-660x192.png 660w\" sizes=\"(max-width: 823px) 100vw, 823px\" \/><\/p>\n<blockquote><p><strong>Note:<\/strong> Sales Representative can view latest\/recent communication first on Talking points tile (only if the customer communicate about same topic more than once).<\/p><\/blockquote>\n<p style=\"text-align: justify;\">Let\u2019s consider an example for Entertainment topic. Here, customer mailed first <em>\u201cYes I did enjoy the last horror movie joke\u201d <\/em>and a few hours later mailed the text given below regarding the same topic again. Now the latest text would be shown in the <strong>\u2018Carousel View\u2019<\/strong> first as shown below:<\/p>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20137\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/18Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"779\" height=\"233\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/18Connection-Insights-feature.png 779w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/18Connection-Insights-feature-300x90.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/18Connection-Insights-feature-768x230.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/18Connection-Insights-feature-660x197.png 660w\" sizes=\"(max-width: 779px) 100vw, 779px\" \/><\/p>\n<p>Thus, the Sales Representative will know the latest communication they had about a specific subject.<\/p>\n<h3><strong>Carousel View\/List View in Talking Point Tile<\/strong><\/h3>\n<p style=\"text-align: justify;\">Sales representative can easily access all the Talking points they had with customer by using <strong>\u2018List View\u2019<\/strong> and <strong>\u2018Carousel View\u2019<\/strong> as shown below:<\/p>\n<h3><strong>Carousel View<\/strong><\/h3>\n<p style=\"text-align: justify;\">By default you will see \u2018<strong>Carousel View<\/strong>\u2019 in \u2018Talking Points\u2019 tile as shown below. Click on each Talking points to switch back and forth. You can click on <strong>\u2018List View\u2019<\/strong> option placed at right corner to change this view to \u2018List View\u2019.<\/p>\n<p style=\"padding-left: 160px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20138\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/19Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"377\" height=\"233\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/19Connection-Insights-feature.png 377w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/19Connection-Insights-feature-300x185.png 300w\" sizes=\"(max-width: 377px) 100vw, 377px\" \/><\/p>\n<h3><strong>List View<\/strong><\/h3>\n<p style=\"text-align: justify;\">User can see all the Talking Points at once in the <strong>\u2018List View\u2019<\/strong> as shown below. Click on right most corner \u2018Carousel View\u2019 icon to navigate back to \u2018Carousel View\u2019.<\/p>\n<p style=\"padding-left: 160px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20139\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/20Connection-Insights-feature.png\" alt=\"Connection Insights feature\" width=\"383\" height=\"474\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/20Connection-Insights-feature.png 383w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/08\/20Connection-Insights-feature-242x300.png 242w\" sizes=\"(max-width: 383px) 100vw, 383px\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p style=\"text-align: justify;\">Connection Insights feature provides a better insight about customer conversations. Through talking points, sales representatives get to know the last topic of conversation they had with the customer apart from the regular work load talk.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/integrations\/inolink-quickbooks-microsoft-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-19825\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Banner-InoLink-QuickBooks-Integration-with-Microsoft-Dynamics-365-Dynamics-CRM-1.jpg\" alt=\"InoLink-QuickBooks-Integration-with-Microsoft-Dynamics-365-Dynamics-CRM\" width=\"824\" height=\"102\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Banner-InoLink-QuickBooks-Integration-with-Microsoft-Dynamics-365-Dynamics-CRM-1.jpg 728w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Banner-InoLink-QuickBooks-Integration-with-Microsoft-Dynamics-365-Dynamics-CRM-1-300x37.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/07\/Banner-InoLink-QuickBooks-Integration-with-Microsoft-Dynamics-365-Dynamics-CRM-1-660x82.jpg 660w\" sizes=\"(max-width: 824px) 100vw, 824px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named \u2018Connection Insights\u2019. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2019\/08\/how-to-enable-and-use-connection-insights-feature-in-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":23696,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1902,18,59,60],"tags":[1918],"class_list":["post-20119","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","category-dynamics-365-v9-2","category-uci","category-unified-interfaceuci","tag-connection-insights-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20119"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20119\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/23696"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}