Relationship Insights Preview Early Access for Dynamics 365 Released

Relationship Insights combines the processing power of Azure with the productivity capabilities of Dynamics 365.

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Relationship Insights, currently in preview is now available to customers providing an early access and a chance to provide feedback.

Relationship Insights leverages the data-integration and artificial intelligence capabilities built into Azure to combine and analyze Dynamics 365 and Microsoft Outlook data. "Relationship Insights uses the learnings derived from that analysis to surface features that help guide a user's daily work, like identifying actionable email messages and proposing the best path forward," writes microsoft.

Relationship Insights "features are context sensitive, so the information they present and the suggestions they make are always relevant to whatever a customer is doing right now." The Relationship Insights suite currently includes the following features: the relationship assistant, email engagement, and auto capture.

The Relationship Insights suite is currently in preview only for North American sites that use US English (en-us).

Here are a few handy links:

Email engagement helps salespeople and support staff get more out of their email communications, features include delivery scheduling, follow-up alerts, and ability to see when contacts open your messages and attachments.

It's currently available in both the Dynamics 365 web interface and in the Dynamics 365 App for Outlook.

Auto capture, finds email messages from Outlook mailbox that could be relevant to the record you are currently viewing in Dynamics 365. "Messages found by auto capture remain private to you, but you can choose to track any found message with a single click without having to open Outlook," explains Microsoft.

"Tracked messages are imported into Dynamics 365 and added as an activity for the relevant record, where the rest of your team can also see them."

Auto capture is only available in the web interface for Dynamics 365, though you can also track messages manually using existing controls in Outlook.

Relationship Assistant for Dynamics 365

Relationship Assistant for Dynamics 365

Relationship assistant helps salespeople and support staff organize their daily work and nurture vital business relationships. Using data analytics and artificial intelligence, it generate a collection of interactive action cards, which are presented throughout the application to deliver important information, advice, and action buttons related to your current ongoing activities, scheduled activities, and whatever you are doing right now.

It also monitors your incoming email message and applies natural-language analysis to identify travel plans, customer requests, competitor mentions, and other relevant communications.

This feature is available both in the web interface and in the mobile interface, where its space-efficient design and context awareness deliver extra value.

Other links include:

  • see this detailed overview for various Relationship Insights features and capabilities.
  • see configure Relationship Insights features for prerequisites and instruction on how to enable and configure.
  • Reference Action cards for details about various types of action cards that can be generated by the relationship assistant.