Configure Relationship Insight

Relationship Insights leverages the data-integration and artificial-intelligence capabilities built into Azure to combine and analyze the Dynamics 365 and Microsoft Outlook data.

which continuously analyzes the vast collection of customer-interaction data already stored in your Dynamics 365 and Microsoft Exchange systems, to help you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward.

Relationship Insights includes the following features, which all work together to amplify their individual strengths:

  • Relationship assistant
  • Email engagement
  • Auto capture

Watch the video to learn how to configure Relationship Insights. Please subscribe the channel for more videos.