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Configure who knows whom

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The who knows whom feature helps your sales organization quickly identify colleagues who can introduce them to leads or contacts, based on their interactions through emails and meetings. Configure the feature to select an email template to use for introductions.

Note

  • Basic who knows whom information is available out-of-the-box in all regions for Sales Enterprise users and doesn't require any setup.
  • Enhanced who knows whom information is available for Sales Premium users and is available only in specific regions.
  • For Office 365 data, your organization's data location must be one of the following locations and not your region-specific data center location:
    • Global Geography 1 – EMEA (Austria, Finland, France, Great Britain, Ireland, Netherlands)
    • Global Geography 2 – Asia Pacific (Hong Kong SAR, Japan, Malaysia, Singapore, South Korea)
    • Global Geography 3 – Americas (Brazil, Chile, United States)

Learn more on data center locations.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Prerequisites

Configure the who knows whom feature

  1. In the lower-left corner of the screen, select Change area Icon to change the work area., and then select Sales Insights settings.

  2. Under Relationship insights, select Who Knows Whom.

  3. Select an email template for sellers to use when they contact a colleague to get an introduction.

    The following screenshot shows an example introduction email using the default email template:

    Screenshot of an example introduction email.

    Learn how to create an email template.

  4. Select Save.

Next steps

After you enable who knows whom, you must complete the following steps for the feature to be fully functional.

  • Work with your Microsoft 365 admin to provide consent to use Exchange data.

    Make sure to get consent within 14 days of turning on the relationship intelligence features. Otherwise, who knows whom is automatically turned off on the 14th day. However, you continue to get the out-of-the-box who knows whom information from Dynamics 365 data.

  • If you'd like roles other than Salesperson and Sales Manager to access the who knows whom information, grant access to those roles.

  • Add relationship intelligence widgets to custom forms if your organization is using a custom sales app or a custom form for leads or contacts.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

System and application users who can push data to Dataverse
Get introduced to a lead