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ReportStarted testing the Relationsship assistant in Dynamics 365 for Sales and found that the option Tasks due today has two issues.
First the tasks needs to be due today and the time needs to be later today. The task wont show if the time has passed. My collegues in sales often put the first time in the morning since this is standard. The Action Card will thereby almost never show. Is this a bug or intentionally? Only workaround I see is to create a new Action Card for this with code.
Second there are two checkboxes for tasks due today. One on Base cards and one on Exchange Cards. Whats the meaning with this? Seems like you need both for the card to show.
Running version 9.1.0.3245
Same result in both Sandbox and Production enviroment.
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