Enable relationship intelligence

Enable relationship intelligence in Dynamics 365 Sales Premium to give your sales team important insights based on their interactions with customers. Relationship analytics KPIs, customer relationship health scores to know which customers need attention, and who knows whom suggestions for introductions to leads help your sellers be more effective.

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


Enable relationship intelligence

  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 Overview.
    A screenshot of the Overview page to enable the relationship intelligence features

  3. Under Get started with Relationship Intelligence, select Enable. The relationship intelligence features—relationship analytics and who knows whom—are turned on by default.

  4. Select the security roles of users whose Exchange data will be used to generate relationship insights.
    The security role selection only applies to Exchange data. Data and emails stored in Dynamics 365 will be used to generate insights by default.


  5. Save the changes.
    Relationship intelligence features are enabled but you must complete the next steps, for the features to be fully functional.

Next steps

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.