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Assistant empty in Opportunity form

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Posted on by Silvia Innamorati

117

Hi everyone,

I'm trying to set up this features but there is something wrong.

I can see notifications by insight cards on the bulb icon and in a Dashboard but it doesn't appear on the Opportunity.

I have the same behavior on standard form.

Anyone can help me?

Thanks in advance.

Regards,

Silvia Innamorati

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Customization / Solutions / SDK and API

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Silvia Innamorati 117 on at

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Assistant empty in Opportunity form

Hi,

I checked on my CRM:

Regards,

Silvia Innamorati
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Dengliang Li Microsoft Employee on at

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Assistant empty in Opportunity form

Hi,

I am using Sales trial version.

For Opportunity records related to assistant notifications in the dashboard, the notifications in the assistant card are visible in the standard form.

For Opportunity records that are not in the assistant card notifications in the dashboard, the assistant card is empty in the standard form.

Therefore, please check this point.

Best Regards,
Dengliang Li

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