I have added a Relationship Assistant Card in the form editor. I want to rename the display name of that card. But I couldn't find any option to do that. Is there any possible way?
I have added a Relationship Assistant Card in the form editor. I want to rename the display name of that card. But I couldn't find any option to do that. Is there any possible way?
Hi partner,
We could not change the display name of relationship assistant card shows on the form. It is by design.
The name we customize on the properties page of card is used to get by JS code like "getControl('cardname')".
If you want to enable more cards or create custom cards, you could go to Sales Hub->Sales Insights Settings->Global settings->Insights cards.
https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-assistant
Best Regards,
Leo
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