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The assistant (formerly Relationship Assistant) in Dynamics 365 Sales monitors your daily actions and communications and surfaces insight cards across the app. Use these tailored, actionable insights to stay on top of your day.
Tip
If you’d like to try Dynamics 365 Sales for free, you can sign up for a 30-day trial.
Use the assistant feature by role
Depending on your role, use the text message feature as described in the following list:
System administrator or any similar role:
- Configure the assistant for your organization. More information: Configure the assistant
- Create custom insight cards. More information: Create custom insight cards
- Edit insight cards. More information: Edit insight cards
- Add the assistant widget to custom forms. More information: Add assistant widget to custom forms
- Disable teaser cards. More information: Disable teaser cards
Sales manager, seller, or any other similar role:
- Use the assistant to stay on top of your day. More information: Use the assistant to guide customer communications
- Manage your insight cards by turning them on or off. More information: Turn on or off insight cards
- Reference of default insight cards. More information: Insight cards reference
Create custom insight cards with Assistant studio tutorials
Assistant tutorials are available for you to learn how to create custom insight cards by using minimal or no code through Power Automate. By using the tutorials, you learn from creating a basic custom insight, a "hello world" equivalent, and gradually increase the complexity as you go along.
More information: Assistant studio tutorials for Dynamics 365 Sales Insights