Understanding the Relationship Assistant Card

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This article helps you understand how to use the Relationship Assistant feature to receive acquisition related alerts.

Insights integrates with Relationship Assistant functionality of Microsoft Dynamics CRM to get updates about mergers & acquisitions (M&A) via Relationship Assistant action cards. You can view news about M & A activity related to accounts that you are prospecting.

Insights uses Relationship Assistant’s artificial intelligence (AI) to send tailored, just-in-time and actionable alerts to CRM users so that they can prioritize and engage with most relevant information. These cards are displayed when you go to the Relationship Assistant tab in Dynamics 365 in unified client interface (UCI) view and visible as an alert in the Account detail page.

The Insights Relationship Assistant card shows acquisition alerts that provides tailored information with helpful links and action controls.

Note: The Relationship Assistant feature is available only in Microsoft Dynamics CRM’s UCI 9.0 version and above. To use the Relationship Assistant functionality, you must create an application user and verify the Acquisition Alert setting in the Organization Settings. For more information, read the Creating an Application User and Verify the Insights Acquisition Alert Setting sections in the Insights Installation Guide.

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