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

Relationship Analytics tab in Opportunity

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Posted on by 65
But the Relationship Analytics tab is not available on my opportunity's Sales Insight form while it could be seen in Leads entity. Could you please help?
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  • terlochansingh Profile Picture
    Microsoft Employee on at

    Can you help me with following steps are done

    • Installed Sales Insights
      • Settings->SalesInsights
      • Accept Conditions
      • Click on Get Sales Insights
      • Installed successfiully
    • Goto to salesinsights admin screen -> enable relationship analytics

     

    If they are done, can you share your org url

    Thanks,

    Terlochan 

  • Mrunalini Velamakanni Profile Picture
    65 on at

    I have installed Sales insights but i couldnot see Relationship Analytics tab there

    5633.RA.PNG

    7534.RA1.PNG

    I see Relationship Analytics tab in the form but couldnot find in Opportunity entity.

    Org URL:https://d365trails.crm8.dynamics.com/main.aspx?

  • terlochansingh Profile Picture
    Microsoft Employee on at

    The Relationship Analytics Tab (Preview ) in the UI is the Relationship Analytics Tab as the preview is enabled hence the Relationship Analytics tab is hidden.

    Thanks,

    Terlochan

  • Mrunalini Velamakanni Profile Picture
    65 on at

    How can i enable Relation Analytics tab then?

  • Suggested answer
    terlochansingh Profile Picture
    Microsoft Employee on at

    Disable the preview option in the Relationship Analytics Admin settings ... goto Sales Insight Settings -> relationship analytics

    disable the preview and click Save... you should be good

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