Tag: Dynamics 365 Assistant
Create Custom D365 Assistant Cards
I have received several requests to write an article about how we can utilize Power Automate to automatically create custom cards that will be shown in the Dynamics 365 Assistant. If you are not familiar with the Dynamics 365 Assistant let me tell you about it, as I feel it’s a great tool. The assistant used to be called the relationship assistant and is part of Dynamics 365 Sales Insights.Read More
D365 Assistant for Teams (Preview)
Most of you have probably heard of the Sales Insights assistant in Dynamics 365 (aka Relationship Assistant) which is part of the free Sales Insights features in Dynamics 365 Sales. The assistant displays action cards through out Dynamics 365 with information about data in Dynamics 365 and Exchange. These action cards give the sales user several different types of insights, for example a reminder about an upcoming meeting or aRead More
