Get basic relationship insights out of the box

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Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users, automatically - Feb 6, 2023 Apr 3, 2023

Business value

Currently, the Dynamics 365 administrator has to enable the relationship intelligence feature for sellers to view the relationship KPIs and Who knows whom information. With this enhancement, sellers will be able to view the basic relationship KPIs and Who knows whom information out of the box based on the Dynamics 365 data without having to wait for the admin to enable the feature.

Feature details

As a seller, you can:

  • See who in your organization is in contact with the current record.

  • View basic relationship KPIs generated with the Dynamics 365 data like: 

  • Customer interactions: Compares the total number of activities (except tasks) sent by us versus sent by them.

  • Relationship activities: Day-wise breakdown of each of the number of activities sent/received (shown over the last 60 days).

  • Email sent/received ratio: Compares the ratio of emails sent by us versus received by us.

  • Most contacted: Customer most contacted regarding the current record.

  • Most contacted by: Sellers who most contacted customers regarding the current record.

  • Email engagement: Shows statistics about the number of links clicked, attachments opened, and the total open count (email engagement needs to be enabled for this to work).

See also

Basic relationship insights (docs)