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Want to Show relation assistant card at Entity level only not dashboard level

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Posted on by Yash Trivedi CRM

335

Hello

I have requirments I want to displayrelation assistant card at Entity level only not dashboard level in crm 365

Thanks & Regards

Yash Trivedi

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Sarah Daniel Beshay on at

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RE: Want to Show relation assistant card at Entity level only not dashboard level

Hi Yash,

You can display the Assistant Cards on record level by adding the Relationship Assistance Control on your Entity Form:

Once you add this on the Form and Publish, you should be able to see the cards related to this record:

If you would like to read more about Assistant card, I would recommend the article below:

https://docs.microsoft.com/en-us/dynamics365/ai/sales/assistant

I hope you find this helpful.

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