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Relationship Assistant is a powerful feature that’s available in the Relationship Insights suite in Dynamics 365. In our previous blog "Relationship Insights within Microsoft Dynamics 365" we explained how Relationship Insights uses artificial intelligence to provide a 360-degree view of the customer to collect data from sources within Microsoft's ecosystems.
The Relationship Assistant provides features that track behaviours and collect information about contacts to generate a collection of action cards that are displayed on the user’s dashboard as a notification for upcoming deadlines, delays and task reminders.
The following video is a step-by-step process on setting up the Relationship Assistant feature in Microsoft Dynamics 365.
Contact Us today for more information on setting up Relationship Assistant and to find out more on the features that are available in relationship insights within Dynamics 365, alternatively you can take out a 30 day, no obligation Free Trial.
James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.
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