Check out the latest Sales Insights updates!Learn about the key capabilities and features of Dynamics 365 Sales Insights and experience some of the new features.
Download overview guide | Watch Sales Insight video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have embedded intelligence enabled but not Sales AI because of the extensive list of permissions (and potential privacy issues) requested when enabling Sales AI features. Yet when I am creating a custom card under Relationship Assistant using Sales Insights connector in Flow, I am asked to give exact same permissions. This has become a blocking issue for us because though we need custom cards we don't want to give those permissions (eg read calendar, read emails, etc).
Don't you guys think it's weird that those permissions are requested for creating a custom card?
Can you help me with exact permissions which are privacy issues and same for custom card creation.
we can have quick call to deep dive on the permissions stuffs. My email id is terlochsmicrosoft.com
Thanks Terlochan. Will drop you an email today.
The permissions are set as a part of Sales Insights package install. You dont need these permissions for creating custom cards but because all the insights features are bundled together this gets setup as a part of the install.
If you directly create these insights from flow you dont need these permissions.
Business Applications communities