relationship insights

Among all the exciting new CRM features of Dynamics 365, comes a preview feature for analyzing our relationships and providing us timely and actionable insights into our sales, communication, and support: introducing Relationship Insights!

Along with our CRM data, Relationship Insights also analyzes our Exchange data to offer suggestions for tracking emails, monitoring opens and replies, and prompting timely responses.

To get started, you will need to accept preview terms and enable the features.

Relationship Insights

Configuration is straightforward, making it easy to get started and experience this awesome functionality. Once enabled, you can review action cards that will automatically become available in the social pane in several of the primary records such as Opportunities, Accounts, and Cases.

Relationship Insights

And it gets better! On the mobile app, you will see the action cards in the new workspace.

The cards give a nice summary of expected events, neglected records, and offers quick “to-dos.”

Relationship Insights

If Relationship Insights sounds interesting to you, join us for a webinar, CRM for Dynamics 365: Relationship Insights, this week where we will to learn more about configuration, requirements, and usage.

Happy CRM’ing!