Relationship Insights leverages the data-integration and artificial-intelligence capabilities built into Azure to combine and analyze your Dynamics 365 and Microsoft Outlook data. Relationship Insights uses the insights derived from this analysis to surface features that
Relationship Insights features are context sensitive, so the information they present and the suggestions they make are always most relevant to whatever you are doing (or should be doing) right now.
The Relationship Insights suite currently includes three features:
To test this out you can
Then you need to Accept Preview terms and conditions (T&C) for Relationship Insights.
To accept Preview terms and conditions (T&C) for Relationship Insights go to Settings – Administration(1) – System Settings(2) – Previews(3) tab – Relationship Insights(4) and select yes in the radio buttons.
To Accept the Relationship Assistant, Email Engagement and Auto Capture terms and conditions (T&C) in Dynamics 365 and set other options (cards etc) go to Settings – Relationship Insights(1) –Select Each Tab and select check box(3).
Note: If you don’t enable one Drive and Email Entity in SharePoint document you cannot follow the attachments in the email.
Let us take an Example to show you how Email Engagement works :-).
I have created an email to a contact in my CRM as shown below.
You can see Red Marks in above screen one contains properties of email engagement and other contains Attachment properties. Let us see both one by one
First we will take Email Engagement Section which contains
I can schedule the mail to be sent later (eventually Relationship insights will help me there suggesting when the recipient usually opens her emails as we pick up more and more data about the interactions with her).
I can set a reminder to follow up on this email.
Second section which allows you the option of choosing to follow attachment or not.
Once you send the email and open the Email Activity, you can see new section in the activity which shows you the Recent Activities of that email.
After I opened that email from my mail and then I went on to open the same email activity. I can see a change in the Recent Activity Tab.
Then I opened the attachments and then again I went onto open the activity .Now it shows me attachment count also. Similarly it will capture link clicks and Replies.
As with most preview features, your administrator must enable auto capture before you can try it out.
Messages found by auto capture are merged with other relevant Dynamics 365 activities and shown in the Activities column for the record they apply to. You can see them on Contact, Opportunity, Lead, Account, Case, and Custom entities. So, for example, if you are looking at an opportunity in Dynamics 365, then the Activities column shows all of the activities you have logged for that opportunity, plus up to 50 recent email messages in your Microsoft Exchange account that were sent to or from the primary contact for that opportunity or its stakeholders.
The figure shows both tracked and auto-captured (not tracked) messages in the Activities column, and highlights the following:
Initially, the messages that auto capture finds are private for you, so other members of your sales team will not be able to see them in Dynamics 365. Click the Track link to turn any auto capture message into a tracked email message, which copies the message into the Dynamics 365 database and makes it visible to other members of your team. Auto capture messages that don’t include a Track link are already being tracked. It may take a few minutes for a message to go from untracked to tracked, during which time it will show a Tracking pending message.
When auto capture is enabled for your site, it will also be enabled for you by default. If you prefer not to see the messages, then you can turn this feature off. You can turn it back on at any time. When the feature is turned off for your site, you won’t see the setting in your personal options. To set your auto capture options:
The relationship assistant is designed to deliver the most important and relevant information in relation to what you are doing right now. The assistant works by analyzing all of the data at its disposal and generating a collection of action cards, each of which includes a message summarizing what the card is about, plus a set of links for taking action. The assistant sorts the cards by priority and filters them for your current context.
When you start your day by signing in to Dynamics 365, the assistant draws your attention to your most important items and tasks, drawn from all areas of the application.
The Below figure shows you the Assistant through dashboard.
Enable and configure the action cards that are most helpful for you
You can customize the relationship assistant by choosing which types of action cards you’d like to see and, for some types of cards, by setting configuration options. To configure the relationship assistant:
Work with these settings as follows:
Click Save to save your settings and close the window.
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