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) (31)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
2

Functionality is required that N:N relationship can be exported/imported.

it is currently not possible to export/import N:N relationship without XrmToolBox.exe.

However, we have received inquiries from customers who want to control with standard official features.

We believe that by realizing this feature, it will be able to improve the functionality of ...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (31)

STATUS DETAILS
New
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) (31)

STATUS DETAILS
Needs Votes
2

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) (31)

STATUS DETAILS
Needs Votes
2

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) (31)

STATUS DETAILS
Needs Votes
2

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) (31)

STATUS DETAILS
Needs Votes
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) (31)

STATUS DETAILS
Needs Votes
1

Relationship Analytics

Currently within the Relationship Analytics feature, there is information presented about Client and colleague contacts, however that is currently only available against Account, Lead & Opportunity whereas it would be just as useful to have this again Contact, that would be most helpful for ou...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (31)

STATUS DETAILS
New
1

Systemview that filters results based on sub grid criteria

I have users related to different products on my accounts.


For example

User: John Doe, Product: Cattle

User: Don Johnson, Product: Goats


As a Account Owner, I want to be able to list all my accounts, that do not have a certain Product ie. Cattle. ...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (31)

STATUS DETAILS
New
1

Improved Competitor Analysis

The Competitor pain is too simplistic.


Suggest the below added as in Accounts:

  • Primary contact
  • Other contacts
  • Internal contacts linked - ie that worked for competitor
  • Lead competition - who are their main competitors (link to other competit...

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    Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (31)

    STATUS DETAILS
    New