Microsoft Dynamics 365 – Relationship Assistant – YouTube

D365 Relationship Assistant is part of the new Embedded intelligence suite of features. The assistant keeps an eye on your daily actions and communications, and generates a collection of action cards that are displayed prominently throughout the application to provide tailored, actionable insights. The assistant reminds you of upcoming activities; it evaluates your communications and suggests when it might be time to reach out to a contact that’s been inactive for a while; it identifies email messages that may be waiting for a reply from you; it alerts you when an opportunity is nearing its close date; and much more. For more details visit http://www.dynamicssquare.com

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