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MB-210: Configure Additional Tools & Services, This is part of the…

- - - - Upcoming Task/Meeting
      - Time to call for inactive relationships
      - Email Messages awaiting action
      - Opp Close date approaching
    - - Open Record, track etc
  - - - Supplier neutral
      - Lots of other connectors
    - - Can use telephony/chat/bot interactions to augment customer knowledge
- - - - Rollup queries
        
        Actual
        
        In Progress
      - numeric field from entity you want to measure
    - - Value to reach
    - - User or Team
    - - Percentage Achieved
      - Goal Progress (Counts)
      - Goal Progress (Money)
      - Both have 4 bits of info
        
        Ultimate target
        
        Today's target
        
        In Progress target
        
        Actual achieved
      - Todays target vs actual (Count)
      - Todays target vs actaul (money)
  - - - 3 Templates
        
        Org Chart
        
        Goes of user management hierarchy
        
        Territory
        
        Product Hierarchy
      - Rollup columns and projections depending on type
        
        Can define your own roll up relationship
      - Can define quarterly/monthly time frames for forecast
        
        Can be more specific
      - Owner is defined at each level of heirarchy by user field on table
      - Define fields to be displayed & calculations used in Layout
      - Filter can be applied to restrict records further
      - Drilldown by entity or option set
      - Advanced Options
        
        Auto-hide parent
        
        Only show child rows if there is a quota
        
        Multi-currency
        
        Javascript to allow underlying records customisation
        
        Disable fields matching certain conditions
      - Quotas can be added by excel import
      - Defined in Sales App Settings
    - - Only displays if you have role/ownership of a forecast
      - Shows Hierarchy as defined in forecast.
      - Can display as Kanban
      - Shows related records - records making up the forecast
      - Can adjust ceertain fields for you or direct reports
- - - - Cards in dashboards, entities and assistant
        
        Can change status from the card
        
        Can be configured to display by role (preview)
        
        Cards can be configured to decide on order they display
      - Lightbulb in top row
      - Insight into relationships with customers and prospects
    - - Tracking of emails and attachments
        
        When it was opened, links clicked etc
      - Needs onedrive config for attachments
      - Additional options on email form
        
        Follow Email
        
        Default on
        
        Option in contact preferences to prevent
        
        Counters and info on when email was opened, links clicked
        
        Send Later
        
        Set Reminder
        
        Sets condition to be reminded off
        
        If not had reply
        
        If not opened
        
        Remind anyway
    - - Allows display of emails from contact etc in D365
      - Still have control on tracking to make visible to others in D365
      - Only visible to user
    - - Connection scoring, predective scoring
      - Lots of AI
      - Can configure weights for scoring on interaction with a customer
  - - - Allows ranking and custom cards
      - Custom cards get data via Power Automate
        
        Triggered or scheduled creation of card
        
        v2 connector now has custom action abilitiy too
    - - Work List
        
        List of assigned activities, prioritised
        
        User can interact, complete or review in panel
        
        Can be filtered/ordered
      - Up Next
        
        Defined Next Best Action for the record
        
        Can be defined in Sequence
      - Sequences
        
        List of activities to perform
        
        Can be adaptive
        
        Simple version of marketing orchestration
        
        Email interactions, delayed reply etc
        
        Phone Interactions
        
        Business Process stages
        
        Needs to be assocaited with records
        
        Manually
        
        Power Automate
    - - Recommends actions depending on notes that are entered
      - AI read of note
    - - Also suggests/creates contacts
    - - Ability to get sentiment/keywords from phone calls
      - KPIs on call length,
      - Keyword detection, action item extraction
    - - KPIs on health of relationship between sales and contacts
        
        No interactions
        
        Time between interactions
        
        Type of interaction
      - Tracks time spent, no interactions and guages health
      - Charts available for display
      - Adds tab to Account
        
        Compares to similar deals
        
        Time spent, response time, email send/receive ratio
      - Need at least 30 won & 30 lost opportunities
      - Can alter importance of interaction type
      - tweak optimum time to communicate with customers
    - - AI highlighting of topics used to create conversation
      - Appears as widget in Contact
    - - Displays in visual users who have interacted with lead
    - - Displays likelihood of success for leads, opportunities
      - Premium Forecasting
        
        Defines revenue outcome depending on history
      - Can be tweaked to include list of attributes to check
      - Can automatically qualify leads that reach score