Relationship assistant cards

It can be difficult for sales representatives to stay on top of everything that they have going on. Not only do they have to focus on the deals that they're working on today, but they also can't forget about customers that they don't currently have any deals with. Of course, they can let applications like Microsoft Outlook handle some of this work, like setting up reminders. But those applications can't remind you when you haven't reached out to someone. Here's where the Relationship Assistant can help.

The Relationship Assistant looks at your daily actions and communications, and generates a collection of action cards. These cards appear prominently throughout the application and provide tailored, actionable insights.

Here are some of the things that the Relationship Assistant can do for you:

  • Remind you about upcoming activities like meetings and tasks.
  • Evaluate your communications, and suggest when it's time to reach out to a contact who has been inactive for a while.
  • Identify email messages that might be waiting for a reply from you.
  • Alert you when an opportunity is approaching its close date.

Action cards are the primary mechanism that the Relationship Assistant uses to interact with users. They provide up-to-date information about emails, meetings, and more. Action cards are shown throughout Microsoft Dynamics 365 (for example, on pages and dashboards) and provide relevant information for the context that you're currently working on. For example, if you open the record for a customer account, you might see action cards that are related to emails that you've received from that customer, reminders about upcoming meetings with the customer, and notifications that an opportunity will close soon.

Action cards have the following basic elements:

Action card elements

  1. Generic actions: Select the ellipsis button (...) to open a menu where you can select the following actions:

    • Snooze: Temporarily hide the card. The snooze time varies by the type of card. When the snooze time expires, the card will be visible again.
    • Dismiss: Permanently dismiss the card, regardless of whether you've completed the action.
  2. Main content area: This area shows the title of the record that the card refers to, a summary, the card type, and other basic information. Click anywhere in this area (except the buttons) to open the related item. This related item might be a Dynamics 365 record or an email message.

  3. Actions area: This area provides buttons to help you complete the type of action that the card is recommending. Up to two buttons are provided, depending on the type of card. The buttons themselves also vary by card type.

Configuration

The Relationship Assistant is part of the Embedded Intelligence suite of features in Dynamics 365. It can be set up in the App Settings area of the Sales Hub app. Configuration of the Relationship Assistant is done at two levels:

  • System configuration: Admins can define the overall settings for action cards in the organization. This configuration sets up the base functionality.
  • Personal configuration: Individual users can turn off any cards that they don't find useful.

System configuration

By default, every organization will have the base cards set up. Here are some of the things that the base cards are used for:

  • Reminders about missed close dates (for example, a missed close date for an opportunity)
  • Reminders about upcoming close dates
  • Notifications about activities that are due today (for example, tasks, phone calls, and meetings)

Organizations that want additional options can set up advanced cards. To set up advanced cards, select the Configure button on the Overview tab of the Relationship assistant tab.

In addition to the base cards, the following card types can be made available:

  • Email Cards from Exchange: Cards of this type are generated based on an analysis of email messages in Microsoft Exchange.
  • Relationship analytics Cards: Cards of this type provide reminders when a business relationship needs nurturing because of a lack of recent activity.
  • Email engagement Cards: This card type is used with the Email Cards from Exchange feature. Cards of this type provide information about when an email is opened. They also provide reminders, if any reminders have been set up.
  • Productivity Cards: Cards of this type provide information that's relevant to your location and upcoming plans. For example, they can indicate whether you're near a customer, or they can provide relevant news and information about upcoming flights.
  • "Today" Cards: Cards of this type provide information that's related to the current day and your plans for it. For example, it shows meetings and the day's top records.

For each of these card types, several different cards are available. Individual settings can be defined for many of them.

Setup of base cards and advanced cards

To view a list of all the action cards that are available, see Action cards reference.

Personal configuration

Individual users can set up the Relationship Assistant to fit their needs. The process for defining a personal configuration is just like the process for defining the system configuration. The main difference is that the settings from the system configuration will already be defined in the personal configuration. The other difference is that day settings can't be changed. (Examples of day settings include the number of days that there's no activity on a case.)

Unavailable day settings in a personal configuration

Setting up the Relationship Assistant