Advanced Settings in Dynamics 365 CE/CRM: Sales Hub
UG Expert Heidi Neuhauser continues diving into advanced settings for Dynamics 365 CE/CRM. Previously, she reviewed environment settings. Now, she provides a walk-through of the Sales Hub settings area of CRM.
Key Takeaways:
- Sales Hub: There are three areas within this model-driven app that users should check out. First is app settings, which includes general settings for data improvement, sales administration, product catalog, performance management, and app extensions. Second is the sales insight settings area, which is where you configure everything around your accelerator. Third is the personal settings area, where you control personal insight cards. Heidi uses a demo environment to provide steps on how to access and use these settings.
- App settings: Lead and opportunity scoring can be tailored to your organization here. The app settings area includes goals, forecasts, and territories. Users can access settings for relationship intelligence, conversation intelligence, Teams collaboration, and Copilot configurations. Settings for your Sales Accelerator and product catalog setup are available here as well.
- Sales insights: This area is where you can set up your sequences, make changes to different workspaces, edit work assignments, add and configure insight cards for relationship assistance, and more. The Sales Accelerator workspace can be tailored here.
- Personal settings: Within the personal settings area, you can access insight cards, email templates, email signatures, and calendar and text message templates.
