Relationship Analytics with similar opportunities is generally available


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 18, 2020 Dec 1, 2020

Business value

Uncover winning activity levels by leveraging benchmarks to discover winning behaviors. The application discovers how many emails, meetings, and calls were set up in successful opportunities and then compares them with similar ongoing opportunities. The seller can see these opportunities and their activity levels in their Relationship Analytics tab. Based on this information, sellers can learn from best practices of successful opportunities and decide on the next steps to take with the customer for similar opportunities.

Feature details

  • The Relationship Analytics tab will now contain a refreshed and modern experience showing relationship insights from a current opportunity against past successful opportunities.
  • An admin will need to enable the new experience in the Relationship Insights settings under the Relationship health and analytics area.


This new experience will replace the current experience in May 2021.

See also

Relationship analytics with similar opportunities (docs)