The assistant (formerly known as Relationship Assistant) is part of Dynamics 365 Sales. The assistant keeps an eye on your daily actions and communications, and helps you stay on top of your day with insight cards that are displayed prominently throughout the application to provide tailored and actionable insights.
Tip
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How can I use the assistant feature?
Depending on your role, you can use the text message feature as described in the list:
Assistant tutorials are available for you to learn how to create custom insight cards by using minimal or no code through Power Automate. Using the tutorials, you learn from creating a basic custom insight, a "hello world" equivalent, and gradually increase the complexity as you go along.
Demonstrate customization of Dynamics 365 Sales to provide clients with tools to manage customer information, gather insights, and automate best practices.