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Customer experience | Sales, Customer Insights,...
Suggested Answer

Does "Relationship analytics and health" work only for sales' mailboxes or all users'?

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Posted on by 10

Hi,

From what I can read under https://learn.microsoft.com/en-us/dynamics365/sales/insights-from-m365 it says that:

"Relationship analytics provides a comprehensive view of the overall health and trend of your business relationships based on your sellers interactions with your customers through emails and activities in Dynamics 365"

So in my understanding it does not touch the regular users' mailboxes - but would like to have confirmation on this if possible.

Kind regards,

Pawel

I have the same question (0)
  • zaicnupagadi Profile Picture
    10 on at

    If someone could provide some piece of advice it would be great - we are almost 100% it works this way, but just for legal reasons would like to have confirmation.

  • Suggested answer
    Leco Lv Profile Picture
    on at

    Hi partner,

    Do you have any concerns about this feature? If it's for legal reasons, I think you should check with the Microsoft tech support team for confirmation. This is more accurate.

  • zaicnupagadi Profile Picture
    10 on at

    Hello,

    Leco Lv Good point! And that was my first choice :)

    So the things is when I was on a call with MS they told me one thing (that it goes through all mailboxes and show how has contact with the oppurtunity). I was confused because the documentation says nothing about this, so later asked the same person for the same in writing - and got different answer (that it only looks into the sales people mailboxes for statistics).

    However, the engineer I was speaking with, was constantly providing me answers for "who-knows-whom" despite me correcting him from time to time like "from that I hear, it is for who-knows-whom, and I am asking for relatioship analytics", he was like "oh sorry sir" and telling some other things, so not I just feel that this person was not really sure abut it as that engineer might have been mising these two all the time.

    As an outcome I am lost now - so I wrote also here: github.com/.../2857

    The documentation says kinda clear that it touches only sales people, hence only their mailboxes in my understanding, but now after the MS enginner told me one things later another - I just do not know where is the truth.

    Kind regards,

    Pawel

  • Suggested answer
    Leco Lv Profile Picture
    on at

    Hi partner,

    If you have any questions about the documentation, Microsoft technical support cannot give you an accurate answer and does not solve your doubts for you, you can ask them to contact the author of the documentation and the person in charge of the relevant product to give you an answer.

    I noticed that you have successfully contacted the author of the document under this link (github.com/.../2857)and are waiting for a reply from the product team, depending on the time zone, the author of the document and the PG may not be in the same time zone, so there may be a delay in replying. Please be patient.

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