Relationship Assistant is one of the features of the Dynamics 365 Embedded Intelligence suite. This assistant aids in monitoring and tracking daily actions and communications. The assemblage of action cards hosted within Relationship Assistant displays tailored, actionable insights throughout the application. Its functionality includes:

  • Reminding you of upcoming activities
  • Gauging your communications in order to intelligently advise the right time to reach out to an inactive contact in your portfolio
  • Recognizing email messages awaiting your reply
  • Alerting you to Opportunity close dates as they approach.

Follow the steps below to enable Relationship Assistant and begin enjoying all the intelligent action cards embedded in Dynamics 365.

Step 1:    Click Settings > Sales AI.

relationship assistant

Step 2:    Click Relationship assistant > Configure.

relationship assistant

Step 3:    Under Cards, select the Actions you wish to enable.

relationship assistant

NOTE:    By default, only the basic Card options are enabled. To enable the Advanced Cards, select the checkbox to reveal the following additional options:

relationship assistant

Under each of the Advanced Cards categories are additional options available. Since the options are different in each category, explore all of them.

relationship assistant

Step 4:    Click Save and begin enjoying the benefits! Once you start using these, you’ll wonder how you ever got along without them.

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Happy D365’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.