Relationship Assistant Icon - change color of icon if there are new actions
Change color of the Relationship Assistant Icon if there are new actions every time sales rep opens Dynamics - a color that stands out of have the icon flash. Point is to make it stand out so rep will notice it and click on it to see their actions (both custom and OOB cards). As long as the ...
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!
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...
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.
Relationship Analytics should consider Activity custom entities
In relationships analytics to calculate the Relationship Health Score it's considering only the OOB activities, but does not take into account the custom entities. In our case we have created Visit report entity, that reflects what was discussed with a customer but this is not considered. A lot ...
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://...
Exclude emails already responded to
Not sure if this is a bug, but Relationship Assistant keeps serving up emails I have already responded to. The card will have a header of "Email Awaiting Your Response" but when I click it and open it in Outlook I can immediately see "You responded to this on X date". They're generally also qu...
Prepare detailed instruction how to customize service
I can't display a lot of cards. Can you add detailed instruction how to customize each of them? Thank you!
Personalize or provide role based access to RI features
Currently, the RI features, Insights, Auto Data Capture, Email Engagement, RA are global settings. This creates unnecessary performance overheads for the users who are internal users that don't need to see the RI information. It is good to have the RI features are personalized or aligned to Se...
AI Feature Notes Analysis
The new feature to let the system create suggestions based on a users notes entry is quite nice. However, it would be much more beneficial if this would be supported within phone call and appointment activities. To use these is much more common than using the Notes option.
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