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Microsoft Dynamics CRM (Archived)

Relationship Insights

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Posted on by 30

Hi,

How can I use Relationship Assisstance in D365 Onpremise environment?

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  • Suggested answer
    Shahbaaz Ansari Profile Picture
    6,211 on at

    Hi Shravya,

    All of these features are available as preview features in the December 2016 Update for Dynamics 365 (online) and are only available in North American sites that use US English (en-us). Some basic features of the relationship assistant are also available in the December 2016 Service Pack for Microsoft Dynamics 365 (on-premises).

    Refer : docs.microsoft.com/.../relationship-insights-overview

    If you find it helpful, Please mark as Verified.

    Best Regards,

    Shahbaaz

  • Community Member Profile Picture
    on at

    Hello Shravya,

    For Dynamics 365 Onpremise you are only able to use base cards.

    docs.microsoft.com/.../action-cards-reference

    These base cards will only be used on the Interactive Dashboards on Interactive Hub.

    community.dynamics.com/.../forms-in-microsoft-dynamics-crm-2016-which-can-t-be-missed

    Cheers!

    Pedro Pisco

  • P Shravya Profile Picture
    30 on at

    Hi Shahbaaz,

    Thanks for your answer. I have followed according to the above site and I can't find the preview option in settings and I am using a North American On-premise environment.

    Regards,

    Shravya

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