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  • 3

    Relationship Assistant is causing an error on the Notes pane

    Suggested by Richard BentNew 0
    Category: Relationship Insights

    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.

  • 3

    Relationship Insights functionality not working properly

    Suggested by Jake CannonNew 0
    Category: Relationship Insights

    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 they have seen this behavior is some other organizations.

    • Within the Dynamics app in Outlook, we can choose to track emails, but the "follow" functionality does not work. When selected, it says "Adding follow information..." but it does not resolve. None of the corresponding insights data is being gathered.


    Thanks.

  • 3

    Allow users to remove emails not yet tracked using auto capture

    Suggested by David MochrieNew 0
    Category: Relationship Insights

    When an activity, such as an email, is auto captured in CRM and presented to the user as a possible activity to track, there is no way for the user to discard the suggested track. The email may be something the user doesn't want to track in CRM, but they still want to keep the email in CRM. It will be very easy for the activity pane in CRM to quickly fill up with activities to be tracked. I appreciate it's possible to filter these activities out of the list of activities, but it should be possible to remove one permanently.

  • 3

    Relationship assistant Stakeholder should Salesteam member for users

    Suggested by Iain SmithNew 0
    Category: Relationship Insights

    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 stakeholder.

  • 3

    Action Card - Open mail to Outlook

    Suggested by Neil HusseyNew 1
    Category: Relationship Insights

    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 browser

  • 3

    Custom Alerts / Cards

    Suggested by Brian ByrneNew 0
    Category: Relationship Insights

    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).

  • 2

    Be able to move and manipulate the relationship assistant card

    Suggested by Mike GarganNew 0
    Category: Relationship Insights

    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. 

  • 2

    Deleting items from your Outlook inbox should remove them from Auto Capture

    Suggested by David MochrieNew 0
    Category: Relationship Insights

    When you delete an email from your Outlook inbox, it doesn't delete the item from the auto capture in CRM. It should. You have to delete the email from your deleted items in Outlook before it deletes the auto capture in CRM. This isn't a good user experience.

  • 2

    'Delay send' should be available in D365 App for Outlook

    Suggested by Neil HusseyNew 0
    Category: Relationship Insights

    Outlook (desktop) and Outlook Web are the mostly likely places you'd send email from.


    Would be great to also have this feature on the tablet/phone clients and outlook phone app for iOS/Android

  • 2

    Appointment Insights (Wider Appointment Interaction)

    Suggested by Brian ByrneNew 0
    Category: Relationship Insights

    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 believe this has been asked in the past, it would be really useful if Appointment invites could be sent via CRM using a template approach, similar to email functionality.


    We have a number of Appointment setters rather than users setting their own Appointments and this functionality could be really useful, I suspect for many others too.