How to get introduced to leads or contacts

Use who knows whom to quickly identify colleagues within your organization who can introduce you to a lead or contact.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

What is who knows whom?

As a sales representative, you will interact with leads who you have never met or talked. So, it can be difficult to turn these interactions into positive outcomes. To help in these situations, Dynamics 365 Sales provides a feature known as Who Knows Whom. This feature provides you with details such as names and email addresses of your colleagues who know the lead. With these details, you can contact your colleagues for help with getting introduced to a lead. Such introduction can increase the chances of a positive outcome during the interaction.

Who knows Whom relationships are calculated from the communication and collaboration patterns of users in your Microsoft Exchange environment. This data helps connect you to others users within your Microsoft Exchange environment that can help facilitate a connection. Contacts or leads that are external to your Microsoft Exchange organization can be queried for and, in some cases, users internal to your Microsoft Exchange organization can also be queried for. For example, this is possible if a user within your Microsoft Exchange organization has added an internal user’s email address to their Microsoft Exchange address book.

Who Knows Whom is available in Contact and Lead forms. When you open a lead or contact and select the Sales Insights view, the Who Knows Whom tile is displayed.


If you do not see the Who Knows Whom tile in the Sales Insights view of a contact or lead, contact your administrator to enable this feature. To learn more, see Configure Who knows whom.

Who Knows Whom widget

  1. Contacts who know the lead. These contacts are the people in your organization who have communicated with the lead through calls and emails. A maximum of five contacts are displayed for a lead. These contacts are displayed based on the most communication with the lead.

    Who Knows Whom connections

    When you select a contact, details of the contact are displayed along with the strength of connection to a lead.

    Connection details

    1. Strength of the connection
    2. Contact details

    To get introduced to the lead, you can send an email to the selected contact without leaving the page you are on. Select Get Introduced. This opens an email with a default request to introduce the lead. Select Send to send the email. If you want to customize the email with more options, select Open Email Form.

    Email with default message

  2. List view. Select this to see the people in your company who know your lead. The contacts are displayed based on the connection strength. Connections whose strength is strong are displayed first, followed by other connection strengths. You can also select Get Introduced to send an email request for an introduction to the lead.

    Connection details in list view

Let’s look at an example. Blaine Carmack is a sales representative who sells coffee makers. He has a new lead, Yvonne McKay, who owns Fourth Coffee and has opened a new store. Blaine wants to sell coffee machines to Yvonne, but he has not met or spoken to her. Before Blaine makes a call to Yvonne, he wants to know if any of his colleagues know her so that they could introduce him to increase the positive outcome of the call. Blaine performs the following steps:

  1. Open the Sales app and go to the My Open Leads view.

  2. Open the lead Yvonne McKay with the topic New store opened this year - follow up.
    The summary of the lead displays.

  3. Select the Lead:Sales Insights view from the view dropdown.

    Select Who Knows Whom view

    The Who Knows Whom tile is displayed as shown next.

    Who Knows Whom view

  4. Select each contact to view the details and verify the connection strength to increase the chances of an introduction to the lead. Here, Tricia Potter has a better chance to introduce Yvonne McKay because of her strong connection strength.

    Connection information

    Alternatively, select list view to verify the connection strengths.

  5. Select Get Introduced to send an email to Tricia requesting an introduction to Yvonne.

    Email with default message

  6. Select Send.
    The email is sent to Tricia to introduce Yvonne.

Turn off data sharing with Dynamics 365 applications

As a user, you can always choose to opt out if you don't want Dynamics 365 to analyze your communication and collaboration data.


You can only opt out if your Office 365 organization is in the EMEA or Asia Pacific global geography. More information: Datacenter locations

  1. Sign in to your Office 365 account.

    Sign in to your Office 365 account

  2. Select Settings & Privacy, and then select the Privacy tab.

  3. In the Services section, select the arrow next to Dynamics 365 applications.

  4. Turn off the Include my data in Dynamics 365 applications toggle.

    Select toggle to opt out of who knows whom

    Dynamics 365 applications can no longer access, collect, or analyze your data.

See also

Configure who knows whom
Who knows whom FAQs