{"id":25017,"date":"2020-10-09T14:22:13","date_gmt":"2020-10-09T14:22:13","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=25017"},"modified":"2020-10-09T14:22:13","modified_gmt":"2020-10-09T14:22:13","slug":"how-to-use-sales-accelerator-preview-feature-in-dynamics-365-ce","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/10\/how-to-use-sales-accelerator-preview-feature-in-dynamics-365-ce\/","title":{"rendered":"How to use Sales Accelerator (Preview) feature in Dynamics 365 CE"},"content":{"rendered":"

Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator.
\nThe first thing that we would like to emphasize is that please beware that this is preview <\/strong>feature and to use this feature, you should have Dynamics 365 Sales Insights<\/strong> License.<\/p>\n

This is a\u00a0<\/strong>very useful feature for Sales team as this provides a tailored experience for sellers by minimizing the time they spend on searching for the next best action to take regarding a lead or opportunity. They are almost like reminders for sales reps to complete their task in a timely manner.<\/p>\n

Let us understand how we can enable this feature and its use case in detail.<\/p>\n

Use Case:<\/strong> The Sales Manager might want the sales reps to use a checklist when they start working on leads. Let\u2019s say leads that generated from the portal\/website should be handled by sales rep in a particular sequence\/pattern of actions. It is always better if the pre-defined sequence of tasks defined by sales manager is followed while working on the lead. Sellers should be able to prioritize their customer list in a fast and easy way by using an intelligent \u201cwork list\u201d.<\/p>\n

To achieve the same in D365 CE instance, you need to create one or more \u2018sequences\u2019 in your instance that helps the sales rep to prioritize the work list. A sequence is very much like a \u201cto do\u201d list or a \u201cchecklist\u201d and is made up of activities that need to execute in a certain order. Enabling Sales Accelerator lets you define the sequences for your sales rep and hence accelerate sales process.<\/p>\n

Setting up Sales Accelerator in your instance:<\/strong><\/p>\n

Step 1: <\/strong>Go to Sales Hub -> Sales Insight Setting -> Global Settings -> Sales accelerator (preview)<\/p>\n

\"Sales<\/a><\/p>\n

To enable this feature in your instance, click on\u00a0\u2018I agree\u2019\u00a0check box & click on\u00a0\u2018Get Started\u2019
\nNote: <\/strong>If Sales Insights is not installed\/enabled in your instance then you will be prompted to enable it first. As shown below, click on \u201cTry Sales Insights\u201d and enable it first. Once enabled, you will be able to start with using the Sales Accelerator feature.<\/p>\n

\"Sales<\/a><\/p>\n

Step 2: <\/strong>Once Sales Insight installation is complete, click on Sales Accelerator\u2019s \u201cGet Started\u201d window, as you can see in the below window, you can scroll down to find the option to enable the Sales Insight feature for either only Lead or Opportunity, both, or one of them along with the default form it shows to the user.<\/p>\n

\"Sales<\/a><\/p>\n

As shown below I have enabled it for both \u201cLead\u201d and \u201cOpportunity\u201d and kept the form by default as \u201cSales Insights\u201d as shown below<\/p>\n

\"Sales<\/a><\/p>\n

Apart from this, we can also restrict this feature by security role to make sure it is accessible to respective users as per requirement.<\/p>\n

For now, let us enable this for \u201cAll security roles\u201d. Finally, you need to\u00a0\u2018Publish\u2019,<\/strong>\u00a0as shown below:<\/p>\n

\"Sales<\/a><\/p>\n

Once published successfully, you will see the below message:<\/p>\n

\"Sales<\/a><\/p>\n

Under Sales area–> under \u2018My Works\u2019<\/strong> you will see that \u201cSales Accelerator (Preview)\u201d has appeared.<\/p>\n

\"Sales<\/a><\/p>\n

However, you will have to create sequences for the required entities like lead or opportunity to let the lead or opportunity actions start appearing in this section.<\/p>\n

Step 3:<\/strong> Under \u2018Sales Insights Settings\u2019 area, click on \u2018Sequences (Preview)\u2019<\/strong> under \u2018Acceleration\u2019. To create and enable the sequences click\u00a0+ New sequence.<\/strong><\/p>\n

\"Sales<\/a><\/p>\n

Step 4: <\/strong>Enter the Name, Description & Select the entity for this sequence<\/p>\n

\"Sales<\/a><\/p>\n

Step 5: <\/strong>Select the actions added as a \u2018step\u2019 and the activity type related to the action selected.<\/p>\n

Use your available activities like Email, Phone call & Task as shown below to start creating your sequence.<\/p>\n

\"Sales<\/a><\/p>\n

Between two consecutive steps we can configure \u2018wait conditions\u2019; this is the amount of time that should pass before the next activity needs to be completed. We can add days and hours in the wait conditions.<\/p>\n

Creation of Sequence (Use Case):<\/strong><\/p>\n

Each step in the sequence generates a work item in the sales accelerator \u201cwork list\u201d for the seller to whom it has assigned.<\/p>\n

Let\u2019s say my organization has the below process whenever a lead is generated in the system:<\/p>\n