How to configure Dynamics 365 AI for Sales in CRM?

Dynamics-365-logo

Follow the below steps to configure Dynamics 365 AI for sales in CRM Online.

Step 1: Click here and create Dynamics 365 30 day’s trial version Online.

Or

Login Dynamics CRM Online with System Administrator role.

Step 2: Click on the App launcher and click on Admin App.

Dynamics 365 - App Launcher

Step 3: Click on Admin App.

Dynamics 365 - App Launcher - Admin App

Step 4: Admin portal will be opened. Click on Dynamics 365 available under Admin centers available on the left hand side navigation.

Dynamics 365 - App Launcher - Admin Centers

Step 5: Dynamics 365 Administration Center page will be opened. Click on APPLICATIONS tab.

Under Manage applications -> Select Dynamics 365 AI for Sales application and Click on MANAGE.

Dynamics 365 - Administration Center - Applications

Step 6: Select Consent on behalf of your organization Check box and Click on Accept.

Dynamics 365 - Sales AI - Permissions

Step 7: Select the required Dynamics CRM Organization and Click on I have read and accept the Online Service Terms.

Click on Continue.

Dynamics 365 - Sales AI - Organization Selection

Step 8: Solutions related to Dynamics 365 AI for sales will be installed in CRM and Status of the Installation can be seen.

Dynamics 365 - Sales AI - Installation - Pending

Once solutions installed in CRM successfully, can see the below success message. Click on Go to Configuration.

Dynamics 365 - Sales AI - Installation - Success

Note: Installed solutions related to Dynamics CRM AI can be seen under CRM Solutions.

Dynamics 365 - Sales AI - Solutions in CRM

Step 9: AI setup configuration page will be opened in CRM. Click on I accept.

Dynamics 365 - Sales AI - Configuration

Step 10: We can Enable/ Disable or Reconfigure the required features.
Dynamics 365 - Sales AI - Final Configuration

Dynamics 365 - Sales AI - Configuration - 1

Hope you have successfully configured the Sales AI feature in CRM.

Explore the new feature :):):)

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