Using the Sales Intelligence Watchlist Updates Widget

  • Updated

If your CRM administrator has configured the Insights Dashboard widget, then you can view and filter Watchlists Activity stream directly from the Home screen. Here’s how: 

Step Description Details
1 Log in to Dynamics 365 Log in to Dynamics 365 and go to the Microsoft Dynamics 365 home, you will see Insights Watchlist Updates Stream.


2 Select options

Select the filters for Watchlists and Agents by clicking on the filter icon and then click Apply.


Was this article helpful?

0 out of 0 found this helpful