Configure who knows whom

The Who knows whom feature helps users to quickly identify colleagues within their organization who can introduce them to leads or contacts.

Note

Who knows whom is currently available only in the North American (NAM) region.

To configure who knows whom, follow these steps:

  1. Verify that advanced Sales Insights features are enabled. To learn more, see Install and configure premium Sales Insights features.

  2. Go to Change area and select Sales Insights settings.

    Select Sales Insights settings option

  3. On the sitemap, select Who knows whom under Connection insights.

    Who knows whom configuration page

  4. On the Who knows whom section, select Turn on Who Knows Whom for your organization.

    Enable who knows whom

  5. Optionally, you can select an email template according to your organizational requirements. By default, an out-of-the-box email template will be selected.

  6. Select Save.

    The who knows whom feature is configured and ready to use in your organization.

After you enable the who knows whom feature in your organization, verify that the connection graph is enabled in the admin center. This allows Dynamics 365 Sales to collect the communication and collaboration details of users from Exchange server.

Note

Contact your Office 365 administrator to enable the Dynamics 365 Sales Insights connection graph if you don't have sufficient privileges to enable.

To configure the Dynamics 365 Sales Insights connection graph, follow these steps:

  1. Go to the Admin center.

    Admin center

  2. Select Settings > Services & add-ins > Dynamics 365 Sales Insights – Connection Graph.

    Select connection graph option

  3. Read the description carefully and then select the Allow org data to be used by ‎Dynamics 365 Sales Insights - Analytics‎ option.

    Enable and save connection graph

  4. (Optional) If you don't want to collect information on a group of users in your organization, add the group ID in the text box.

    Enable and save connection graph

  5. Select Save changes.

See also

Get introduced to lead

Install and configure premium Sales Insights features