Skip to main content

Notifications

Announcements

No record found.

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

Configuring Assistant (Standard) for users.

(0) ShareShare
ReportReport
Posted on by 227
Hi,

I'm trying to configure Assistant (Standard) Insight Cards.

I've made sure the card is 'On' (Phone call due today).  Given the user what I believe are the correct role permissions but no Assistant card showing??



The owner of the record is Christopher Clark.  Chris Clark relates to my admin account.  Which if viewed from that accounts work, which I would expect as being admin....

//

What have I missed???
  • Chris1968 Profile Picture
    Chris1968 227 on at
    Configuring Assistant (Standard) for users.
    Hi Rudy,

    Thank you for your reply and explanation.

    I'll look more into the Security Roles. 

    Currently only using the Standard, Out of the Box Insight cards 

    Regards

    Chris Clark
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Configuring Assistant (Standard) for users.
    Hi,
     
     
    Our team has tried to reproduce your actions, including but not limited to creating a business unit, creating a team, assigning team security roles, etc., but was unable to reproduce your error.

    During our testing we also found the following (these are based on Phone call due today cards)
    • Phone calls that have expired are not displayed, only calls that have not expired yet.
    • Phone calls created with another user, whether expired or not, are not shown on the current user's card.
     
    Our team thinks this is normal because the description of the card is specific to the current user's phone.

     
    Additionally, if the call activity was created by you and has not expired, but still does not show up, then you can try checking the settings of the card to see if the card has been turned off for security roles, as described in the official Microsoft documentation at the following link.
    Edit insight cards in Dynamics 365 Sales | Microsoft Learn
     
     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans