Standard agents are predefined with select keywords to gather specific business events related news, such as Leadership Changes, New Releases, etc. These agents are selected by default on the Company tab.
You can set up your company insights by choosing search agent categories from a list of standard items. By selectively enabling these categories, you can customize the news and events that are shown in Insights, focusing on the articles most relevant to you.
Follow these steps to modify your Standard Agents:
Step | Description | Details |
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1 | Go to Company Insights | Sign in to your Microsoft Dynamics application. Go to InsideView > User Settings.
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2 | Modify standard agents |
Uncheck the checkboxes of any Agents that aren’t relevant to your business. Click Save. |
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