3

Prior Meetings, Help me fill my calendar

When I book an appointment in a certain city, often I am returning to a city that I have been to in recent past.  It would be relevant and efficient to remind me of my prior meeting(s) in that city and suggest/recommend filling my calendar with a follow up meeting, lunch, etc.

&nbs...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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2

Relationship Health Status KPI for Accounts

Hi I'm surprised that Relationship Health Status KPI field is not supported for the Account, so that we can get a view of the overall health of each account. Showing the "My Active Accounts by Relationship" view just gives you lots of --- The feature is great for seeing which opportunities need...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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2

Option is "Select All" or batch delete for Insight Cards

Viewing all insight cards and manually "snoozing" or "Deleting" is time consuming. There should be an option to select multiple and delete or snooze.

 

If there is and i'm just not aware, please let me know.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

Talking Points - More language version (Finnish + others)

Talking Points is a nice feature and extremely good to show in pre-sales demo. I guess the translation of that content would be quite simple, since it is Sports, Family, Entertainment and Health related words only. Would be great!

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

Excel Data export - Notes function

In the Notes report generation - The Excel data export has automatically inserts the HTML tags in the Description Field – making the text unreadable. Microsoft support engineers says its an inherent issue and cannot be resolved even after discussion with the product team. The solution is to "cl...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

Automatically build customer's organisation chart using LinkedIn and AI

Using data from LinkedIn and existing contact data, automatically build the customer's organisation chart populating the manager field and enriching the contact information fields from data gleaned from LinkedIn.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

Email Engagement Follow should always be automatic

Currently, only new emails from D365 are being auto followed but not replies or emails sent via Marketing Lists/Quick Campaigns. It would be great if this functionality could be implemented for more consistency.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

Allow us to choose a target solution for custom Insight Card Flows created from AI setup

Currently all Flows created from AI setup end up in the related environment's default solution. Please allow us to choose a target solution when creating a Flow for a Custom Insight Card from AI setup.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

Custom Insight Cards should be visible under AI setup despite how the related Flows are created

Currently custom Insight Cards are only visible under AI setup when the cards are created from the context of an environment's AI setup. Custom Insight Cards created by creating Flows from the context of an existing solution or from flow.microsoft.com should also be visible under AI setup. At ...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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1

To Succesfully Display Custom Relationship Assistant Cards

The idea behind creating custom relationship assistant cards is awesome but if we have a way to display the action card created on selected entity would be appreciated. we have followed this below link and were successful in creating custom cards but failed to display on the dashboard https://...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (26)

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