Getting to Insights Relationship Assistant Card


In InsideView Insights, you can view the acquisition related news in Relation Assistant tab in unified client interface (UCI) view. Here’s how:

Step Description Details
 1 Go to the relationship assistant card Go to Dynamics 365 and select the default Sales Hub with InsideView Insights or any preconfigured Sales Hub app with InsideView Insights tile. 


Click the Relationship Assistant tab in the Sales Activity Social Dashboard. The Relationship Assistant alerts are displayed as illustrated:


Note: You can configure any Sales Hub entity to view Relationship Assistant alerts.

 2 View an Account Choose the View Account to view the account detail.


In the Account Detail page, you can view acquisition alert in the Relationship Assistant section.


 3 Read the article Choose the Read Article link to open the acquisition related news article in a new page.


 4 Snooze or dismiss Click the ellipsis … button and select the options to Snooze or Dismiss.


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