10

It would be really useful to be able to create custom alerts or cards for insights.  An example could be to create an alert / card for an Opportunity that has been stuck in a stage (process bar) for a period of time.


The first step would be to be able to raise an alert via custom code / workflows, followed by the Relationship Insights section being able to automate these custom alerts (could be more challenging).

STATUS DETAILS
New

Comments

B

1. the first one is support via the admin enabling the card generation logic and individual can opt out … same way user can also create the same for himself
2. alert is generated in the Relationship Assistant control and Global panel in the main UI

Category: Dynamics Assistant including Studio, Cards, and Teams app

B

Hi Developers,

we have got an opportunity of creating custom relationship assistant cards on dashboard. so for that we tried something below.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/sample-extend-relationship-assistant-card-type

we have followed this above link and successfully created a custom relationship assistant card , but after many trails we got failed in displaying the action card.

Any suggestions would be appreciated and we would be so thankful if this is fixed asap.

Category: Relationship Insights

Category: Dynamics Assistant including Studio, Cards, and Teams app

B

To expand on the idea, I think two components would be needed to make this work well:
1. Ability to define custom cards, so that users can opt-in or out of the custom cards
2. Ability to raise an alert. To me the neatest way to do this we be to provide a workflow action, which would allow us to raise the alert via workflow or custom code

Category: Dynamics Assistant including Studio, Cards, and Teams app