Configure who knows whom

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

• Who knows whom isn't available in all regions. Learn whether who knows whom is available in your region.
• For Office 365 data, your organization's data location must be in one of the following locations and not in your region-specific datacenter location:
  • Global Geography 1 – EMEA (Austria, Finland, France, Ireland, Netherlands)
  • Global Geography 2 – Asia Pacific (Hong Kong SAR, Japan, Malaysia, Singapore, South Korea).
  • Global Geography 3 – Americas (Brazil, Chile, United States).
    To learn more on data center locations, see 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

Prerequisite

• Turn on premium Sales Insights features.
• Turn on who knows whom in relationship intelligence.
• Set up server-side synchronization of email, appointments, contacts, and tasks

Configure who knows whom

1. In the Sales Hub app, go to Change area in the lower-left corner of the page, and select Sales Insights settings.

2. Under Relationship insights, select Who Knows Whom.

3. Select an email template to use for requesting introductions. This email template is used when a seller contacts a colleague to get introduced to a lead or contact.

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

   

   Learn how to create an email template.

4. Select Save. After you enable who knows whom, you must complete the next steps for the feature to be fully functional.

Next steps

• 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 will be automatically turned off on the 14th day. However, you'll 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.

• 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 apps such as, the Sales Hub or Sales Professional app.

See also

Get introduced to a lead
Install and configure premium Sales Insights features
Who knows whom FAQs