Picture from http://www.erpsoftwareblog.com/
Microsoft published a very important blog on December 7, 2016 on the Blogs.msdn.microsoft.com/CRM. You can read the entire blog at https://blogs.msdn.microsoft.com/crm/2016/12/05/now-in-preview-relationship-insights-for-dynamics-365/.
What is very important for end users to know is this first paragraph of the blog:
“This year brought major changes to the Microsoft CRM platform—even its name changed from Dynamics CRM to Dynamics 365. Dynamics 365 still provides all the familiar capabilities of Dynamics CRM, but now also aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that business professionals use every day. Going forward, the platform will also take increasing advantage of the scalability, data integration, and advanced processing power of the Microsoft Azure cloud-computing infrastructure. And already now, you can get your first glimpse of some of benefits this change has made possible by previewing the new Relationship Insights suite of features.”
The other helpful information in this blog details where you can find information online about the new RELATIONSHIP INSIGHTS suite, in the Dynamics 365 Online Help. Here are some of the links:
- For a detailed overview of the various Relationship Insights features and their capabilities, see the Relationship Insights overview.
- For prerequisites and instruction on how to enable and configure the preview, see Configure Relationship Insights features.
- For details about auto capture, which finds email messages from your Outlook mailbox that could be relevant to the record you are currently viewing in Dynamics 365, see the Auto capture topic. Messages found by auto capture remain private to you, but you can choose to track any found message with a single click without having to open Outlook. Tracked messages are imported into Dynamics 365 and added as an activity for the relevant record, where the rest of your team can also see them. Auto capture is only available in the web interface for Dynamics 365, though you can also track messages manually using existing controls in Outlook.
If you are having difficulty with understanding the functionality, reach out to your Microsoft Partner.