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I have just created trial account for Dynamics CRM 365 and trying to figure out new features. For testing purpose i am trying to configure relationship assistant. In this link it says It can be set up in the "App Settings area of the Sales Hub app". In my trial environment i only see "Dynamics 365--Custom" and "CRM Hub" as in the picture below.
Here is my questions:
1. Should i install "Sales Hub" to configure relationship assistant?
2. Should i install "Sales Hub" to test Embedded Intelligence?
Hi Fuat Tatar
You should be able to configure the Assistant (formally Relationship Assistant) without installing Sales Hub. Please see the steps below.
I have setup a trial instance and have the same apps installed as you have shown, please see below
Steps to Configure Assistant
01. Go to Advanced Settings as shown below and click settings tile and go to Sales Insights, as shown in the screenshots below
02. Accept the terms for Embedded Intelligence and then you can configure the Assistant as shown below
Hope this helps
I followed your instructions and i was able to configure asistant and Embedded Intelligence. Thank you very much.
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