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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.
Note
If your data center is not in one of the above locations, you can still use relationship intelligence features with data stored in Dynamics 365. However, you won't be able to use Exchange data for enhanced insights.
In the Sales Hub app, go to Change area in the lower-left corner of the page, and select Sales Insights settings.
Under Relationship insights, select Overview.
Under Get started with Relationship Intelligence, select Enable. The relationship intelligence features—relationship analytics and who knows whom—are turned on by default.
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.
Note
Save the changes.
Relationship intelligence features are enabled but you must complete the next steps, for the features to be fully functional.
Work with your Microsoft 365 admin to provide consent to use Exchange data.
Until the consent is provided, a banner is displayed on the Relationship insights Overview page to notify the pending action.
Make sure to get the consent within 14 days of turning on the relationship intelligence features. Otherwise, who knows whom and Exchange integration for relationship analytics will be automatically turned off on the 14th day.
Select Options in the respective feature section to configure the feature. For more information on what you can configure, see:
Add Relationship intelligence widgets to custom forms if your organization is using a custom sales app or a custom form for lead or contact.
There are a few possibilities:
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Power BI, Fabric, SQL, and AI community-led event. March 31 - April 2. Use code MSCUST for a $150 discount. Prices go up Feb 11th.
Register today