Hello Everyone,
Today i am going to share how to enable relationship insights in dynamics 365 sales insights.
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Let’s get’s started.
What is relationship insights?
Relationship Intelligence helps sellers use the information in Dynamics 365 and Microsoft 365 to identify, build, and nurture relationships with their customers.
Relationship Intelligence = ENABLE.
Enable for all security roles, specific security roles.
Relationship Analytics:
Relationship analytics monitors customer relationships with health score and detailed analytics about interactions, patterns and trends based on interaction data from Dynamics 365 and Outlook.
Enabled.
Who Knows Whom:
Who knows whom helps sellers quickly identify colleagues within the organisation who can introduce them to lead or contract = Enabled.
Finally Save.
Relationship analytics and health:
Relationshio health : Rating and trends appear on sales insights opportunity record forns, list views and charts. ENABLED.
Activity influence:
You can adjust the…
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