Set up your Standard Agents

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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 Overview 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. For more information, read the Company Insights article in our Knowledge Base.

Follow these steps to modify your Standard Agents:

Step Description Details
1 Go to Company Insights Sign in to your Microsoft Dynamics application. Go to Dynamics 365 > InsideView Insights > User Settings.

1_User_Settings_small.jpg

2 Modify standard agents  Follow the steps in the Turning Off Agents You Don't Need article in our Knowledge Base to set up your Standard Agents.
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