Microsoft Dynamics CRM

{New Preview Feature}Relationship Insights for Dynamics 365: Part 1

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

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· Accept the terms Checkbox and click Continue

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· Oops! Things don’t work out yet:

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· Go back to Settings-> Administration->System Settings->Preview:

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· Click Ok.

Note: Relationship insights is a Preview feature.

Navigate back to Settings->Relationship Insights. Things work out this time:

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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:

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Click Save and Navigate to Service Overview dashboard:

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You will see Relationship assistant coming to assist you in your day to day work:

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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!

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

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