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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Insight Cards
Customer experience | Sales, Customer Insights,...
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Insight Cards

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Posted on by DKAdrenaline

Hello, 

I am curious if Assistant Insight cards only look at the opportunity owner or if they also pull the support and support 2 so that all three individuals associated with an opportunity will receive the same notification within the assistant view in their dashboard?

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  • Nya Profile Picture
    Nya 29,064 on at

    Hi,

    Please refer to the following documentation.

    Insight cards reference for Dynamics 365 Sales - Dynamics 365 AI | Microsoft Docs

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