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).
Comments
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: General
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: General
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: General