A client already licensed with Dynamics 365 Sales Enterprise wants sellers to see automatic action-item extraction from free-text notes and open/click notifications on tracked emails. The client has not budgeted for any additional add-on and asks whether these two capabilities require purchasing Dynamics 365 Sales Insights Premium. What should the consultant tell them?
Select an answer to reveal the explanation.
Short Explanation
You don't need the Premium add-on for this. Action-item extraction from notes and open/click tracking on emails are included with Sales Enterprise's standard Sales Insights. Save the client money by not upselling something they already have.
Full Explanation
Notes analysis, which extracts action items and key phrases from free-text notes, and email engagement tracking, which reports opens and clicks on tracked emails, are both part of the standard Sales Insights capabilities that come with Dynamics 365 Sales Enterprise; the Premium add-on is required for predictive scoring, relationship analytics, and similar higher-tier features, not for these two. The answer claiming both capabilities are Premium-exclusive is incorrect because it overstates the licensing requirement and would lead the consultant to recommend an unnecessary purchase. The answer saying only email engagement is included standard while notes analysis always requires the Premium add-on is incorrect because notes analysis is also available at the standard tier, not gated behind the add-on. The answer saying only notes analysis is included standard while email engagement always requires the Premium add-on is incorrect for the same reason in the other direction, because it wrongly places email engagement behind Premium when it is included standard. Telling the client no additional license is needed for these two specific capabilities keeps the scope and cost estimate accurate.