Now Reading: How to set up Sales accelerator workspace in Dynamics 365 Sales.
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How to set up Sales accelerator workspace in Dynamics 365 Sales.
Hello Everyone,
Today i am going to share how to set up sales accelerators in Dynamics 365 Sales.
Let’s get’s started.
Login into Dynamics 365 Sales
What is the purpose of the sales accelerator ?
Sales Accelerator empower your sellers to effectively engage with customers using sales accelerator.
Sellers can already use the workspace for manual activities.
Recommendation to set up sales accelerator workspace to:
Manage permissions: Control who gets access to the workspace by choosing desired security roles.
Use sequences: Create timed sequences of activities to guide sellers on how to best approach their customers.
Customize workspace: Create filters, choose which record types should populate sellers work lists, and do more customizations.
Change the settings to “Sales Insights Settings” on the left bottom cornor.
Click on the Workspace under the Sales accelerator.
Click on the Quick setup and you will get the window on the right hand side of the screen and enable for “all security roles”.
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