CH365: Embedded Intelligence (1/3) – Relationship Assistant

Charlie HalfordDyn365CE7 years ago158 Views

Whenever I speak to people who work in the Dynamics 365 community or those that are users of the system, levels of knowledge seem to wildly vary when it comes to the Embedded Intelligence add on that Microsoft provide (previously known as Relationship Insights). This add on consists of three features: the Relationship Assistant, Email Engagement and Auto Capture. 


These three features allow…

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CH365: Embedded Intelligence (1/3) – Relationship Assistant

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