Relationship Insights Shawn Tabor, Business Solutions MVP

Contents What is Relationship Insights? Configuring Relationship Insights Requirements and Pre-requisites Q&A

What is Relationship Insights? 3

What is Relationship Insights Relationship Insights provides a continuous analysis of customer-interaction data within Dynamics 365 and Exchange. Better understand Relationships Evaluate your Activities in relation to previous successes

What is Relationship Insights Relationship Insights includes the following features: Relationship Assistant Action Cards Auto Capture Track emails from your Exchange mailbox within CRM Web Client Email Engagement Track metrics on sent emails Attachment tracking

What are Action Cards?

Configuring Relationship Insights 7

Configuring Relationship Insights Relationship Insights is currently in Preview Settings > Administration > System Settings > Previews Read license terms and if you agree, select the “I’ve read and agree to the license terms” box Scroll down to Relationship Insights section and select Yes radio button for each preview feature you want to enable Auto Capture Email Engagement Relationship Assistant Settings > Relationship Insights Activate and configure features previously selected in System Settings > Previews

Requirements & Pre-Requisites 9

Requirements & Pre-Requisites Relationship Insights requires the following infrastructure: Product version Available Relationship Insights features December 2016 update for Microsoft Dynamics 365 (online) with Microsoft Exchange Online Relationship assistant Email engagement Auto capture December 2016 update for Microsoft Dynamics 365 (online) with Microsoft Exchange (on-premises) Relationship assistant (not including cards for Exchange) December 2016 Service Pack for Dynamics 365 (on- premises) Only the relationship assistant is available, and only its base cards are supported. No features or action cards are available for Exchange, so your Exchange version is not important.

Requirements & Pre-Requisites Auto capture also requires the following: You must use Microsoft Exchange Online as your email server. Users must use the web client for Dynamics 365 (online) (other front ends are not 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). To track incoming email messages, you must set up server-side synchronization. More information:  Email engagement also requires the following: To use followed email attachments, OneDrive for Business must be available to your Dynamics 365 server. To use followed email attachments, you must also enable document management for email in Dynamics 365. To enable delivery-time recommendations based on recipients' time zones, you must enable Bing Maps in Dynamics 365.

Q&A 12

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