13

Ability to work "Email Cards from Exchange" on RA when writing a mail with Japanese

On Relationship Assistant, currently, "Email Cards from Exchange" doesn't work when email is written in Japanese. Even if it's English, "Email Cards from Exchange" works on only [Issue detected], [File requested], and [New lead/upsell oppotunity]. It would be much better if all functions in "E...

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

STATUS DETAILS
Declined
Ideas Administrator
Thank you for your feedback. Exchange based cards are on the deprecation path. See here for details

Allen Mathias
Principal Engg Mgr
Dynamics 365 Sales
 
9

Display more rows and information on custom Insight Cards

Custom Insight Cards are a really power way to deliver information, however the area for custom data is quite limited. My suggestion is that custom Insight Cards would display more than 3 rows of data and that the visible area would automatically expand when there is more than 3 rows of data.

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

STATUS DETAILS
Needs Votes
7

Include custom Insight Cards in Customer Engagement Plan and Application Enterprise licenses

Custom Insight Cards are a very powerful feature and the core CE applications, Sales, Customer Service, Field Service and PSA benefit hugely from this feature. My suggestion is to include custom Insight Cards in Customer Engagement Plan and Application Enterprise licenses.

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1 Comments

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

STATUS DETAILS
Needs Votes
5

Enable Spanish and Portuguese languages for Sales Premium Notes Analysis function.

The Sales Premium function Sales Analysis currently does not support Spanish and Portuguese languages. I propose to have them enabled as they are the predominant languages in Latin America.

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

STATUS DETAILS
New
4

Relationship Insights functionality not working properly

We have enabled Relationship Insights preview on our organization and we have noticed that two feature simply do not work in our instance:

  • The Email insights section- it is enabled, deployed, and published but it does not appear in the email view. MS Support has confirmed that the...

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    1 Comments

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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.
4

Be able to move and manipulate the relationship assistant card

The relationship assistant cards are great! However, it seems as if I have to close, or snooze the cards in order to view the next cards. It would be nice to be able to manipulate the cards for effectively. 

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1 Comments

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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.
4

Action Card - Open mail to Outlook

It would be nice to have the 'Open Emil' Action on the Action card take you to the emil inside the full Outlook Web App, instead of just the email inside a browser

 

Even better would be to have the option of opening the mail inside the full Outlook desktop client or the bro...

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1 Comments

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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.
4

Appointment Insights (Wider Appointment Interaction)

Showing email interaction could be very useful.  It would be really good if this could be extended to Appointments, users would be able see if an Appointment invite has been read, marked as Accepted (or Rejected) and would also see cards for this.

Related to this and I be...

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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.
3

Relationship Assistant is causing an error on the Notes pane

When only Notes appears on the social pane and Relationship Assistant is active it causes the bug No Notes found and the user can't create or view notes. This occurs in custom entities, when relationship assistant is turned off the notes area works.

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1 Comments

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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.
3

Relationship assistant Stakeholder should Salesteam member for users

We keep getting prompted to add a User as a stakeholder having been CC'd into an email. If you Add the stakeholder then a new contact gets made with the user's email address. This prompt should be ignored for Users or give the option of adding the user to the sales team rather than as a stakeh...

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0 Comments

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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.