Configure and enable embedded intelligence

Applies to Dynamics 365 for Customer Engagement, version 9.1.0

Requirements and prerequisites

There are some feature restrictions depending on which versions of Dynamics 365 for Sales and Microsoft Exchange you're running, as detailed in the following table.

Product version Available embedded intelligence features
December 2016 Update for Dynamics 365 (online) with Microsoft Exchange Online
  • Relationship assistant
  • Email engagement
  • Auto capture
December 2016 Update for Dynamics 365 (online) with Microsoft Exchange (on-premises)
  • Relationship assistant (not including cards for Exchange)
  • Email engagement
December 2016 Service Pack for Dynamics 365 (on-premises)
  • Only Relationship assistant is available, and only its base cards are supported. More information: Action cards reference
  • No features or action cards are available for Exchange, so your Exchange version isn't important.

Important

The features Relationship assistant, Email engagement, and Auto capture are available for Dynamics 365 for Customer Engagement for Enterprise license only.

How to enable Embedded intelligence

As an administrator, you can enable Embedded intelligence for your organization to use features such as Relationship assistant, Email engagement, and Auto capture.

Important

Sales AI provides features that track behavior and collect information about contacts. Make sure you understand the related privacy issues that these features raise and enable the features only if you're certain that they don't violate any privacy policies already in place in your organization. Always take steps to protect the privacy of your contacts.

To enable, follow these steps:

  1. Go to Settings > Sales AI.
    Select Intelligence configuration
  2. On the Overview tab, select I Accept to accept the privacy statement for Sales AI.
    Accept privacy statement of Embedded intelligence

Sales AI is enabled for your organization and you can configure features such as Relationship assistant, Email engagement, and Auto capture.

Enable and configure Relationship assistant

To enable cards such as task due today, custom activity due today, and email due today to users in your organization, you can configure Relationship assistant.

Important

By enabling this feature, you consent to share data about your customers' email activity with an external system. Data imported from external systems into Dynamics 365 for Sales are subject to our privacy statement.

For complete details about each available action card, including details about the configuration settings available for each of them and other details, see Action cards reference.

Prerequisites

Assign user privileges to give access to the Relationship assistant features. The privileges required to access embedded intelligence features are automatically enabled for all out-of-the-box security roles, but they're initially disabled for all custom roles. If you enable any embedded intelligence features, you must check the settings listed in the following table to help ensure that your users can access those features, and to help ensure that other features don't stop working because of privilege cascades related to these features.

Privilege Security role tab Description and requirements
Action Card Core Records Gives the ability to view and interact with action cards that are generated by Relationship assistant. Warning: If Relationship assistant is enabled, all users must have a role with read access for this privilege. Because of cascading, users without this privilege will lose access to many Dynamics 365 for Sales features when Relationship assistant is enabled.
Action Card User Settings Core Records Gives the ability to view and change user preferences for action cards that are generated by Relationship assistant. Warning: If Relationship assistant is enabled, all users must have a role with read access for this privilege. Because of cascading, users without this privilege will lose access to many Dynamics 365 for Sales features when Relationship assistant is enabled.

More information: Security roles and privileges

How to configure Relationship assistant

  1. Go to Settings > Sales AI.

  2. To open the Relationship assistant configuration page, select Configure on the Relationship assistant tile or select the Relationship assistant tab.
    Select Relationship assistant configuration

  3. Configure which cards to use in your organization and fine tune their behavior. Work with these settings as follows:

    • Cards are categorized by type, such as Base and Advanced. By default, the advanced cards are not enabled. To enable the advanced cards, select the check box in the Advancd Cards section.
    • Enable or disable specific action cards as needed by using the check boxes provided for each card.
    • Some cards have extra configuration settings that modify their behavior. These settings are provided to the right of the check box for only the relevant cards.

    Relationship assistant configuration page

    Note

    When custom action cards are created in your organization, an option to enable these cards are displayed under Extended Cards section. More information: Create custom cards in Relationship assistant

  4. On top of the page, select Save to save your settings.

Users can also set their own personal preferences for their action cards. They can't add cards that you disable here, but they can disable cards that you have enabled if they don't find them useful. They can also change the configuration settings for those cards that have them, though your settings will be the defaults. More information: Relationship assistant

Enable Email engagement

Enabling the Email engagement helps the user in your organization to receive alerts and reminders that help build customer relationships.

Note

If you enable Email engagement, we strongly recommend that you also enable Relationship assistant, because Email engagement relies on some of its features.

Important

By enabling this feature, you consent to share data about your customers' email activity with an external system. Data imported from external systems into Dynamics 365 for Sales are subject to our privacy statement.

Prerequisites

Verify the following prerequisites before enabling Email engagement for your organization:

How to enable Email engagement

  1. Go to Settings > Sales AI.

  2. Select Grant Permissions.
    Email engagement grant permissions

    Note

    If the Dynamics 365 for Customer Engagement AI for Sales is installed, this step will be skipped. You don't have to grant permissions to Email engagement.

    Email engagement is enabled and ready to use in your organization.

    Note

    To enable or disable Email engagement, use the Enable toggle key.
    Enable or disable Email engagement

Enable Auto capture

To help users in your organization to automatically add relative activities of their customers to Dynamics 365 for Sales, enable Auto capture.

Important

By enabling this feature, you consent to share data about your customers' email activity with an external system. Data imported from external systems into Dynamics 365 for Sales are subject to our privacy statement.

Prerequisites

Verify the following prerequisites before enabling Auto capture for your organization:

  • You must use Microsoft Exchange Online as your email server.
  • Users must use the web client for Sales(other front ends aren't supported).
  • For each user that requires access to this feature, you must approve their email address to allow queries against Exchange (requires tenant-level admin privileges). More information: Approve email
  • To track incoming email messages, you must set up server-side synchronization. More information: Set up server-side synchronization of email, appointments, contacts, and tasks

How to enable Auto capture

After you accept the privacy statement for embedded intelligence, Auto capture is enabled by default. If it's not enabled, select the toggle button to enable Auto capture.
Enable or disable Auto capture

Note

For more information about Auto capture and how it can help your users, see Auto capture

Privacy notice

For specific privacy information about Embedded intelligence, see Privacy notice.

See also