Embedded Intelligence you features like Relationship Assistant, Auto Capture and Email Engagement. Yes, you’ve seen them before in previous D365 versions and configuring them got easier in D365 v9.1
Read Policy and Accept Terms
- Navigate to Settings > Sales AI. Under Overview tab, click on I accept as shown below.
Note: Make sure you read the Privacy Statement if and whether or not it violates your organization’s privacy policies.2. Once Accepted, features like Relationship Assistant, Email Engagement and Auto Capture are available to be configured as follows
Relationship Assistant helps you to draw your attention to what matters about the information in Dynamics 365 at that moment.
It shows you Action Cards that are relevant to the user at the given point of time and where the users can quickly take some common actions associated with it. need to take action on and are relevant given at the point of time.
Example, if an Opportunity is due tomorrow, the Relationship Assistant will show up on the Opportunity and show you this.
Configure – Relationship Assistant
You can configure the Relationship assistant on the next tab in Sales AI itself.
Email Engagement will tell you how your communication is being taking shape. Track insights about the emails you send from D365 and accordingly, take your next move.
Like, you can set a reminder to follow up and track what happened to the email you sent.
Configure – Email Engagement
1. Turn on Email Engagement by simply clicking on the Disabled button to Enable it.
2. Email engagement is turned on now.
Get a glance of emails relevant to your D365 records but which aren’t actually tracked in D365 . You can then decide if it matters for you to pull it in D365.
Configure – Auto Capture
All you need is to enable Server Side Sync with your Exchange Online mailbox.
Hope I summarized the idea! 🙂