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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 Relations...
Microsoft Dynamics CRM (Archived)

Dynamics 365 Relationship Insights - Not configured

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Posted on by Community Member

I'm having some trouble getting relationship assistant to configure

I've gone to settings->administration->system setting-> previews

turned on Enable Organization Insights Preview

turned on Enable Auto capture

turned on Enable relationship assistant

turned on email engagement

Then gone to settings -> relationship insights -> install

When I go to the Dynamics 365 administration center I see the below. It still says Dynamics365 relationship insight is not configured. 

Please help!

Screen-Shot-2017_2D00_12_2D00_04-at-1.45.27-PM.png

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I have the same question (0)
  • Suggested answer
    Iswarya Profile Picture
    Iswarya 1,347 on at

    Hi,

    please click install Relationship insight in admin center. then only i will get installed.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    click manage:

    2017_2D00_12_2D00_04-08_5F00_37_5F00_21_2D00_Set-up-Relationship-Insights-for-Dynamics-365.png

    and then accept the Dyn 365 conditions and install it:

    2017_2D00_12_2D00_04-08_5F00_37_5F00_21_2D00_Set-up-Relationship-Insights-for-Dynamics-365.png

  • Community Member Profile Picture
    Community Member on at

    The Relationship assistant solution is already installed but it still shows as not configured

  • Community Member Profile Picture
    Community Member on at

    note: The Relationship assistant solution is already installed but it still shows as not configured

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    I reproduced your issue. As it is still in preview, i.e. you shouldn't use it for production, you will need to go under the system settings and activate it there:

    www.youtube.com/watch

    2017_2D00_12_2D00_04-13_5F00_33_5F00_43_2D00_Administration-_2D00_-Microsoft-Dynamics-365.png

  • Community Member Profile Picture
    Community Member on at

    As I have mentioned in my original post. I have done the below already

    I've gone to settings->administration->system setting-> previews

    turned on Enable Organization Insights Preview

    turned on Enable Auto capture

    turned on Enable relationship assistant

    turned on email engagement

    Then gone to settings -> relationship insights -> install

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    and then go under settings/relationship insights; accept the the conditions and enable it?

    2017_2D00_12_2D00_04-16_5F00_07_5F00_27_2D00_Dashboards_5F00_-CSR-Manager-Dashboard-_2D00_-Microsoft-Dynamics-365.png2017_2D00_12_2D00_04-16_5F00_04_5F00_49_2D00_Microsoft-Dynamics-365.png2017_2D00_12_2D00_04-16_5F00_07_5F00_17_2D00_Dashboards_5F00_-CSR-Manager-Dashboard-_2D00_-Microsoft-Dynamics-365.png2017_2D00_12_2D00_04-16_5F00_07_5F00_27_2D00_Dashboards_5F00_-CSR-Manager-Dashboard-_2D00_-Microsoft-Dynamics-365.png

  • Community Member Profile Picture
    Community Member on at

    There is no option for me to do that. All I can see is this

    Screen-Shot-2017_2D00_12_2D00_05-at-10.49.22-AM.png

    No matter how many times I install it does not configure. 

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Ok,

    Then it is really a MS bug and I would highly recommand you to open a Support Ticket in your Admin center

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    For me also the same .It doesn't mean it is not configured .  Go to dashboard and you can look for the Relationship insight Dashboard.

    8203.relation.png

    8203.relation.png

    relation2.png

     Hope this helps. Pls mark it as verified to close the thread if suggestion resolved your query

     

     

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