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Relationship Assistant provides insights on key events that occur in Dynamics 365 and on your Office 365 Outlook account. These key events may represent “upcoming close date of an opportunity” or “lead detected” based off your email conversation. Allowing the salespersons to be on top of things and take corrective action when and where required.
With the April 2019 release of Sales Insights, we are introducing an easier way to bring in your own insights into the Relationship Assistant. We now provide organizations with a simple but powerful experience to generate insights using Microsoft Flow. The benefit of this approach is that you do not have to write a single line of code to integrate your existing data and insights with Dynamics 365.
The basic workflow is summarized in this visual with the following three steps.
This quick video demonstrates, how to create your own relationship assistant insight cards.
Here are some more resources that will help you get started
1. Getting started with Microsoft Flow
2. More about the Relationship Assistant feature
3. Documentation for the Assistant configuration experience released in public preview in April 2019
The assistant configuration experience is part of Sales Insights
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