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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4

Allow more than three levels to be displayed by default on the Org Chart

When viewing the Org Chart from a company, only the top three levels of the hierarchy are displayed. Any lower levels, underneath the top three, are hidden from view by default and it is not obvious which nodes have associated records without scrolling each one. It would be a big improvement if ...

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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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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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0

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 ...

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

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0

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...

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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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Needs Votes