Action cards reference

Applies to Dynamics 365 for Sales, version 9.1.0

Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. They are displayed throughout the application to provide relevant information for the context you are working in at the moment. They are generated by the relationship assistant based on data stored in Dynamics 365 for Sales and your Exchange inbox and calendar. More information: Relationship assistant. This topic lists each of the available cards and provides details about what each card does, how it gets generated, and how you can use it.

Note

The administrator must enable the relationship assistant before you can try it out. For complete details about prerequisites, how to enable the feature, and how to set it up, see Configure and enable embedded intelligence.

Cards are categorized into the following:

Base cards

Base cards relate to the core features of Dynamics 365 for Customer Engagement.
Base cards relate to the core features of Dynamics 365 for Customer Engagement such as contacts and opportunities. These are the only action cards that are available for Dynamics 365 for Customer Engagement (on-premises). The following are basic features of the cards:

  • Always available regardless of which email server you are using.
  • Available for both online and Dynamics 365 for Customer Engagement (on-premises).
  • Uses Dynamics 365 for Customer Engagement data.

The following are the list of cards that are available under Basic cards:

{activity} due Today Close date coming soon Meeting Today
Missed closed date Post-meeting follow-up

{Activity} due today
Action card for task due today
- Description
Tells you that an activity assigned to you is due today. Activity types include: email, fax, letter, phone call, task, service appointment, and custom.
- Features
Indicates the type of activity (email, fax, letter, phone call, task, service appointment, or custom).
Shows the time the activity is due or scheduled.
Shows the name of the activity record (click to open the record).
Shows the activity description (shortened for space if needed).
- Actions
Mark the activity complete.
Close the activity.
Close date coming soon
Action card for close date coming soon
- Description
Tells you that an open opportunity will soon reach its estimated close date. When you are viewing a dashboard, you'll only see these cards for opportunities that are assigned to you, but when you view a specific opportunity you'll see this card even if that opportunity is assigned to somebody else.
- Configuration options
Set how many days before the close date to start showing the card. The default value is set by your administrator.
- Features
Identifies the opportunity.
Tells how far away the close date is.
Provides text explaining why the card was generated.
- Actions
Open the opportunity.
Meeting today
Action card for meeting today
- Description
Tells that you have a meeting scheduled for today.
There is also an "upcoming meeting" card, which first appears 30 minutes before your meeting, provides more features, and is given a higher priority. More information: Productivity cards
- Features
Shows the meeting title, with a link to the meeting record.
Shows the meeting description (shortened for space if needed).
Open the detailed view to see a collection of closely related action cards, including relevant people, companies, opportunities, news, stocks, and more.
- Actions
Open the appointment
Missed close date
Action card for missed close date
- Description
Tells you that an open opportunity has passed its close date. When you are viewing a dashboard, you'll only see these cards for opportunities that are assigned to you, but when viewing a specific opportunity you'll see this card even if that opportunity is assigned to somebody else.
- Features
Identifies the opportunity.
Provides text explaining why the card was generated.
- Actions
Open the opportunity.
Post-meeting follow-up
Action card for recent meeting
- Description
Tells you that a meeting that you organized (where you are the record owner) has recently ended, giving you an easy opportunity to document the meeting in Dynamics 365 for Sales.
- Features
Identifies the meeting.
Provides text explaining why the card was generated.
- Actions
Add notes to the meeting record.
Open the meeting record.

Email cards from Exchange

These action cards are generated based on an analysis of email messages in your Microsoft Exchange inbox.

When you receive an email, Exchange and Dynamics 365 for Sales work together to scan the body of the email looking for certain words or phrases that suggest that the email is related to your Dynamics 365 for Sales work.

When the system finds relevant text, it generates an action card to notify you of a possible action for you to take. Each signal type has its own card, which provides the information and action links best suited for that signal type.

Important

  • These cards only available if you are using Dynamics 365 for Sales with Microsoft Exchange Online as your email server.
  • You will need to set up server-side-sync.

The following list of cards are available under Email cards from Exchange:

Competitor Mentioned Issue Detected Meeting Requested
New lead up sell Opportunity Stake holder Recommendation File Requested
Opportunity at Risk sentiment Meeting Today Upcoming Meeting
Recent Meeting Task due Today Customer Question
Opportunity at Risk KTG Model Missed Email

Competitor mentioned
Action card for competitor mentioned
-Description
A tracked email that is set as regarding a Salesopportunity appears to refer to a company that is listed as a competitor in your system.
- Configuration options
Set this feature to add the competitor automatically rather than showing the card.
- Features
Shows the name of the competitor
Tells you that a competitor was mentioned in an email.
Click the card to open the opportunity that the email is set to be regarding.
-Actions
Choose Add as Competitor to add the competitor to the regarding opportunity.
Choose Always Do This to add competitors automatically instead of showing more cards like this. This is the same as the configuration setting available for this card type, and you can reset it by going to your Relationship Assistant settings (More information: Relationship assistant).
Issue detected
Action card for case detected
- Description
An email from a known contact in your inbox appears to include a support request.
- Features
Shows the name of the contact.
Tells you that an email that appears to include a support request has arrived.
Displays the sentence from the email that appears to be asking for help.
- Actions
Create a new case.
Open the email.
Meeting requested
Action card for meeting request
-Description
An email from a known contact in your inbox appears to include a meeting request.
-Features
Shows the name of the contact.
Tells you that a meeting request has arrived.
Displays the sentence from the email that appears to be asking for a meeting.
-Actions
Create a new meeting.
Open the email.
New lead/upsell opportunity
Action card for potential lead or upsell
-Description
An email from a known or unknown contact appears to be asking for more information about a product. For known contacts, this may be an upsell opportunity. For unknown contacts, this could be a new lead.
- Features
Shows the name of the sender.
Tells you that an email has arrived that may represent an upsell or new-lead opportunity.
Displays the sentence from the email that appears to be asking for product information.
- Actions
Open the email.
Stakeholder recommendation
Action card for recommended stakeholder
- Description
An email regarding an open opportunity has arrived, and it includes an extra recipient that is not yet listed as a stakeholder for that opportunity.
- Configuration options
You can choose to add the stakeholder automatically rather than show the card.
- Features
Shows the name of the potential stakeholder
Tells you that this person might be a stakeholder in an open opportunity
Displays a short description that includes the name of the opportunity.
- Actions
Add the contact as a stakeholder for the related opportunity.
Choose Always Do This to add stakeholders automatically instead of showing more cards like this. This is the same as the configuration setting available for this card type, and you can reset it by going to your Relationship Assistant settings (More information: Relationship assistant).
File requested
Action card for file request
- Description
An email from a known contact in your inbox appears to include a request for a file.
- Features
Shows the name of the contact.
Tells you that a request for a file has arrived.
Displays the sentence from the email that appears to be asking for a file.
- Actions
Open the email.
Opportunity at Risk sentiment
Action card for Opportunity at Risk sentiment
- Description
Tell you that when an email is received concerning an open opportunity with negative sentiment which can put the opportunity at risk.
- Actions
Open the opportunity.
Meeting today
Action card for meeting today
- Description
Tells that you have a meeting scheduled for today.
There is also an "upcoming meeting" card, which first appears 30 minutes before your meeting, provides more features, and is given a higher priority. More information: Productivity cards
- Features
Shows the meeting title, with a link to the meeting record.
Shows the meeting description (shortened for space if needed).
Open the detailed view to see a collection of closely related action cards, including relevant people, companies, opportunities, news, stocks, and more.
- Actions
Open the appointment
Upcoming Meeting
Action card for upcoming meeting
- Description
Tells that you have a meeting scheduled to start in 30 minutes or less. When available, this card is given highest priority and appears at the top of the stack. That way, you'll have all of your important meeting information available.
The "meeting today" card is similar, but it's shown all day, provides fewer features, and is given lower priority. More information: Base cards
- Features
Shows the meeting title, with a link to the meeting record.
Shows the meeting description (shortened for space if needed).
Shows the regarding record (with link).
Shows a list of attendees (with link to the full list if there's more than four).
Displays a map of the location (if relevant and available; not for online meetings).
Open the detailed view to see a collection of closely related action cards, including relevant people, companies, opportunities, news, stocks, and more.
- Actions
Open the appointment that triggered the card.
Recent meeting
Action card for recent meeting
- Description
Tells you that a meeting that you organized (where you are the record owner) has recently ended, giving you an easy opportunity to document the meeting in Sales The card is displayed for 30 minutes after the scheduled end of the meeting, and then removed.
- Features
Identifies the meeting.
Provides text explaining why the card was generated.
- Actions
Add notes to the meeting record.
Open the meeting record.
Opportunity at Risk KTG Model
Action card for Opportunity at Risk KTG Model
- Description
Tell you that when an email is received on Exchange inbox concerning an open opportunity contains a phrase which can put the opportunity at risk.
- Actions
Open the opportunity.
Task due today
Action card for task due today
- Description
Tells you that a task assigned to you is due today.
- Features
Shows the time the task is due or scheduled.
Shows the name of the task record (click to open the record).
Shows the task description (shortened for space if needed).
- Actions
Mark the task complete.
Close the task.
Customer question
Action card for yes/no request
- Description
An email from a known contact in your inbox appears to be asking a question.
- Features
Shows the name of the contact.
Tells you that a question has arrived.
Displays the sentence from the email that appears to be asking a simple question.
- Actions
Open the email.
Missed Email
- Description
Tells that an important email is unread for configured number of day.
The threshold number of days configurable on Settings page.More information: Relationship assistant. By Default, the number of days for Unread email is 3 days.

- Actions
Open the email

Relationship analytics cards

These action cards provide reminders when it looks like one of your business relationships needs nurturing due to a lack of recent activity.

Note

  • These cards are only available for Dynamics 365 for Sales.
  • These cards use Dynamics 365 for Customer Engagement data.

The following list of cards are available under Relationship analytics Cards:

No Activity with {record type}

No activity with {record type}
Action card for no activity
- Description
Lets you know that a record that you own has been inactive for some time. Applies to contact, opportunity, lead, account, and case records.
- Configuration options
Set the number of days of inactivity that must pass before a card is generated. You can set a different value for each type of supported record (contact, opportunity, lead, account, and case).
- Features
Identifies the type and name of the relevant record.
Explains why the card was generated.
- Actions
Open the record.
Create an email addressed to the primary contact for the record.

Email engagement cards

These cards are generated by the email engagement feature (provided it's supported by your server configuration and enabled for your site).

Note

  • These cards are only available for Dynamics 365 for Sales.
  • These cards are only available if email engagement is enabled. More information: Email engagement

The following list of cards are available under Email engagement Cards:

Email Opened Email Reminder

Email opened
Action card for email opened
- Description
A followed email was opened by its recipient.
- Features
Names the contact you sent the email to.
Provides descriptive text that shows the subject of the email, the time it was opened, and the approximate location where it was opened.
- Actions
Call the contact
Open the contact record
Email reminder
Action card for email reminder
- Description
You set a followup reminder for an email you recently sent, and its trigger conditions have just been met. Trigger conditions always include a date, but may also include conditionals such as whether the email wasn't opened or replied to by that date.
- Features
Names the contact that you sent the email to.
Tells you that you set a followup reminder for this email.
Provides a description that summarizes the trigger conditions.
- Actions
Open the contact record
Call the contact

Productivity cards

Productivity cards provide information that is relevant to your location and upcoming plans, plus additional information related to those.

Note

  • These cards are only available for Dynamics 365 for Sales.
  • These cards are only displayed on mobile devices.
  • These cards are not available for the Microsoft Cloud Germany datacenter.

The following list of cards are available under Productivity Cards:

Near by Customers Relevant NEWS Stock Updates
Upcoming Flight Upcoming Meeting

Near by Customers
Action card for nearby customers
- Description
The card finds customers that are located nearby the meeting location. It's shown in the card details view when you tap a meeting card from the relationship assistant feed.
- Features
Shows the name of the nearest city.
Shows basic information about each company.
Relevant News
Action card for relevant news
- Description
The card displays new headlines related to companies that are participating at the meeting. It's shown in the card details view when you tap a meeting card from the relationship assistant feed.
- Features
Shows the date when the news was last updated.
Thumbnail image and headline for each found article.
Click to view the full article.
Stock Updates
Action card for stock updates
- Description
The card displays stock information for companies that are participating at the meeting. It's shown in the card details view when you tap a meeting card from the relationship assistant feed.
- Features
Shows the date and time the prices were last updated.
For each company, shows a logo, stock symbol, price, and trend.
Upcoming Flight
flight
- Description
This card is generated when your Exchange inbox includes an email message that contains a flight confirmation. The system then matches the flight dates to upcoming meetings and finds other information related to the location that you are flying to, such as other nearby customers.
Note: This card doesn't show live or updated flight information, just information from the flight confirmation email message that triggered the card.
- Features
Flight company and flight number, with a link to the flight record.
Departure and arrival times, with airport codes.
Related meeting record, with link. Up to three meetings may be listed here.
List of customer offices near the destination airport, with links.
- Actions
Open a related email message with flight details (if available).
Upcoming Meeting
Action card for upcoming meeting
- Description
Tells that you have a meeting scheduled to start in 30 minutes or less. When available, this card is given highest priority and appears at the top of the stack. That way, you'll have all of your important meeting information available.
The "meeting today" card is similar, but it's shown all day, provides fewer features, and is given lower priority. More information: Base cards
- Features
Shows the meeting title, with a link to the meeting record.
Shows the meeting description (shortened for space if needed).
Shows the regarding record (with link).
Shows a list of attendees (with link to the full list if there's more than four).
Displays a map of the location (if relevant and available; not for online meetings).
Open the detailed view to see a collection of closely related action cards, including relevant people, companies, opportunities, news, stocks, and more.
- Actions
Open the appointment that triggered the card.

"Today" cards

"Today" cards capture information that is related to your plans for today.

Note

  • These cards are only available for Dynamics 365 for Sales.
  • These cards use Dynamics 365 for Customer Engagement data.

The following list of cards are available under "Today" Cards:

Recent Meeting Today's Top People Today's Top Records

Recent meeting
Action card for recent meeting
- Description
Tells you that a meeting that you organized (where you are the record owner) has recently ended, giving you an easy opportunity to document the meeting in Sales The card is displayed for 30 minutes after the scheduled end of the meeting, and then removed.
- Features
Identifies the meeting.
Provides text explaining why the card was generated.
- Actions
Add notes to the meeting record.
Open the meeting record.
Today's Top People
Action card for top people today
- Description
This card is only displayed on mobile devices.
The system analyzes your appointments, tasks, and other work for the day and generates this card to show the contacts you're most likely to interact with today.
- Features
Shows each contact's name and portrait.
Shows each contact's title and any business they have with you today (such as a meeting, task, or phone call).
Click to view full contact details.
Today's Top Records
Action card for top records today
- Description
This card is only displayed on mobile devices.
The system analyzes all of the Salesrecords that are related to you and lists the records that you are most likely to be working with today based on your recent activities and date information (such as a due date or appointment) in each record.
- Features
Shows a thumbnail image and a summary of each found record.
Click to view the full record.

Insufficient permissions

If you see an alert about having insufficient permissions to use an action card, take these steps:

  1. Go to Settings > Security > Security Roles.
  2. Choose the user role viewing the action cards.
  3. Choose the Core Records tab.
  4. Set the privileges to Read and Write access for Action Card and Action Card User Settings.

Action card security role privelege

Privacy notice

By enabling the Relationship Assistant feature, limited exchange data, which includes a sender's name and email address as well as excerpts of the email body, are retrieved (but are not stored in Dynamics 365 for Customer Engagement), for the purpose of showing relevant insights of your email. Further, the Relationship Assistant feature can be configured to retrieve information with regards to news, financials, and flight information, by sending out requests to external components such as MSN Money and Bing (which are not considered Microsoft Dynamics 365 Core Services). An administrator can enable and disable the Relationship Assistant feature by navigating to Settings > Intelligence Configuration, clicking the Relationship Assistant tab, and then making the appropriate selection.

The external components involved with Relationship Assistant functionality are detailed in the following sections.

Bing

Relationship Assistant uses Bing to search for relevant news to display to a user by using the account names from that user’s Dynamics 365 for Customer Engagement data.

MSN Money

Relationship Assistant uses MSN Money to show relevant stock information to a user by using the account ticker symbol from that user’s Dynamics 365 for Customer Engagement data.

See also

Use relationship assistant to guide customer communications