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Hi D365 experts,
Trying to understand how the factory supplied Contact and Account forms talk to one another.
For instance, if staff enter information in the Notes tab for a Contact, is there any flow through to the Account page?
What is the best way to manage Notes in both the Account and Contact forms if they do not communicate with one another?
Finally, what information should be contained in the 'Assistant' tab?
Thank you very much and I hope you help me understand this better.
1. The Notes of each record form are independent, and there is no relationship between the Notes of account and contact.
If you want to synchronize notes between account and contact, then you have to write plugins or use tools.
Please refer to these two posts:
2. The 'Assistant' tab is actually the Dynamics 365 Relationship Assistant, and the content it displays depends on your configuration.
Please refer to two three articles on how to configure the Dynamics 365 Relationship Assistant:
Notes on the account and contacts are totally independent and this is by design can not be changed.
You can use a custom plugin to clone notes to accounts.
Regarding assistant, 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.
Please refer to the following for more details.
Please mark as verified if this was helpful.
Thank you for the links. The configuration page I am met with is a bit different than the guides. The extent of what I can do is tick existing cards from the list you can see in the attachment, and a 'Turn Off Card' option appears for cards that are already on. However, there is no 'turn on cards' for cards that are already off. Also there is no save button. So I'm not sure if this page is broken from where I'm viewing it or other.
Finally, the 'Create a card' button is greyed out for me and I cannot access it. My client has several custom fields that we are using for reporting, so ideally I should create new cards that point to those fields e.g. Closed Date etc.
'Assistant' tab only appears in the web client app (old interface).
In the future, Microsoft will completely abandon the web client app and fully enable UCI (Unified Interface). There is no 'Assistant' tab in the UCI, which has been replaced by insight cards.
So the configuration of the 'Assistant' tab in the old interface has also been replaced by the configuration of insight cards.
You need to refer to the insight card documentation:
Please don't forget to close this theme by clicking Yes to mark the verified answer.
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Sorry I did not respond earlier, I have been on travels.
I think with the latest link you provided, I now have it worked out.
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