Leverage Embedded Intelligence in Dynamics 365 Sales
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Leverage Embedded Intelligence in Dynamics 365 Sales

Learn the Embedded Intelligence suite of features in Microsoft Dynamics 365.

Microsoft Learn
Updated May 26, 2024

What you'll learn

  • Deploy and set up advanced relationship cards
  • Use the Auto Capture feature to identify potentially relevant communications
  • Set up and consume email tracking
Course Description

It takes time and effort to building a strong, lasting relationship with customers. Account executives must communicate with customers on a regular basis, and they must maintain a complete understanding of who those customers are and what they need. This module focuses on the Embedded Intelligence suite of features in Microsoft Dynamics 365 and how it can help build those relationships.