Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Rename the title in Relationship Assistant card

Posted on by 115

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?RelationshipAssistant1.pngRelationshipAssistant2.png

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Rename the title in Relationship Assistant card

    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.

    pastedimage1579676731480v1.png

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

    Best Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans