Verify the Insights Acquisition Alert Setting

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The Acquisition Alert provided by InsideView Insights is enabled in Dynamics 365. An administrator can enable or disable the Acquisition Alert setting at the Organization level. All users of Dynamics 365 can also control this setting at the user-level by enabling or disabling the Acquisition Alert check box to view and use the Relationship Assistant alerts. Currently, the Acquisition Alert is enabled only for the Account Object in the Unified Client Interface view.

If this Acquisition Alert check box is not enabled, then users will not be able to view Relationship Agent cards. For more information, read the article Getting to the Insights Relationship Assistant Card in the our Knowledge Base.

To verify the status of the Insights Acquisition Alert, follow these steps:

Step Description Details
1 Go to Sales AI setting Go to Settings > Sales AI.

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2 Verify that Acquisition Alert is enabled In the Sales AI page, click the Relationship Assistant tab and expand the Extended Cards section and verify that the Acquisition Alert is enabled under InsideView Insights .

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By default, the Acquisition Alert check box is enabled for Insights admin user when you install Insights solution in Dynamics 365. If it is disabled, you must enable it.

3 Enable Acquisition Alert at user level To enable the Acquisition Alert setting at the user-level follow these steps:
  • Click the Settings icon and select the Options item.

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  • In the General tab, click the Manage personal relationship assistant settings link under the Configure Relationship assistant region.

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  • In the Relationship Assistant tab, verify that the Acquisition Alert check box is enabled for InsideView Insights under the Extended Cards region.

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  • Click OK and then click Save.
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