Relationship assistant is a new preview feature released by Microsoft. It keeps an eye on your daily actions and communications and
generates a collection of action cards that are displayed prominently throughout the application to provide tailored, actionable insights.
· Navigate to Settings-> Relationship Insights
· Accept the terms Checkbox and click Continue
· Oops! Things don’t work out yet:
· Go back to Settings-> Administration->System Settings->Preview:
· Click Ok.
Note: Relationship insights is a Preview feature.
Navigate back to Settings->Relationship Insights. Things work out this time:
In the remainder of this post, Let us explore one of the components of Relationship assistance – Base cards. Click on base card and you will see:
Click Save and Navigate to Service Overview dashboard:
You will see Relationship assistant coming to assist you in your day to day work:
As per official documentation, Please note that as of 24/01/2017 this feature is only available for North America data centres.
Thanks again and Happy CRMing!
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