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 ...
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...
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.
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 ...
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.
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.
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.
AI Setup Relationship analytics
The planned communication frequency can only be defined on an tenant level and therefore it is the same benchmark for every customer in the system. In real live, I would need to differenciate the planned communication level, e.g. based on customer ABC rating. As well as per role: It is unlikel...
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://...