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Introduction to Embedded Intelligence

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Embedded intelligence is a suite of features which continuously analyses the vast collections of customer interaction data already stored in your Dynamics 365 and Microsoft Exchange databases to help you better understand your business relationships, evaluate your activities in relation to previous success, and choose the best path forward. Embedded intelligence includes the following features, which all work together to amplify their individual strengths– Relationship Assistant, Email Engagement, and Auto Capture. Relationship Assistant keeps an eye on your daily actions and communications. And it generates a collection of action cards that are displayed prominently throughout the application to provide tailored actionable insights. The assistant reminds you of upcoming activities.
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It evaluates your communications and suggests when it might be time to reach out to contacts that have been inactive for a while. It identifies email messages that may be waiting for a reply from you. It alerts you when an opportunity is nearing its close date, and much more. The administrator must enable Auto Capture before you can use it. The Relationship Assistant is designed to deliver the most important and relevant information in relation to what you are doing right now. The assistant works by analysing all the data at its disposal and generating a collection of action cards, each of which includes a message summarising what the card is about, plus a links for taking action.
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The assistant sorts the cards by priority and philtres them for current context. When you start your day by signing into Dynamics 365 for sales, the assistant draws your attention to your most important items and tasks, drawn from all areas of the application. In this image, you can see that there is an opportunity that is closing soon at the top of the list, followed by a phone call that needs to be made today. Directly from the action card, you can drill into the associated record right from the Home dashboard. Email engagement lets you see when recipients opened your messages, clicked a link, opened an attachment, or sent a reply.
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Traditionally, this type of functionality was only available in bulk email marketing systems, but now is available to every salesperson. You can receive an alert right away the first time a recipient opens your message. You can schedule the most effective delivery time and receive advice for the best time based on the recipient’s time zone. Rather than your email arriving to your customer when it might get buried in other email delivery, it can be done at a time when it is more likely to get noticed. Choose the most effective message template with recommendations based on your organisation’s previous email interaction history. The AI will make the best suggestion based on what has happened in the past.
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Set an alert to remind you when it’s time to follow up on an email message. Never miss a followup. Review the full interaction history of a single message or review the KPIs. Email Engagement uses the Relationship Assistant to deliver alerts and other messages. So we strongly recommend that you also enable the assistant if you are using Email Engagement. Here, you can see the recipient’s activity will be followed and that there is an option to send the email at a specific time. Also, a reminder has been set to follow up the email in a couple of days.
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Auto Capture enables Dynamics 365 for sales to access your email and Microsoft Exchange to find and display messages that are related to your work in Dynamics 365 for sales. That makes it easy to see your relevant email messages together with all the other activities that are related to a given record in Dynamics 365. Each message remains private and visible only to you unless you choose to convert it to a direct email, which you can do with just one click to make that email visible to the rest of the team in Dynamics 365 for sales. Auto Capture uses a Relationship Assistant to deliver alerts and other messages.
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So we strongly recommend that you also enable the assistant if you’re using Email Engagement. Action cards help keep you up to date with your work in Dynamics 365 for sales, letting you know when you need to follow up an email, attend a meeting, and much more. They are displayed throughout the application to provide relevant information for the context you’re working in at the moment. They are generated by the Relationship Assistant based on data stored in Dynamics 365 and your Exchange inbox and calendar. There are currently six card types that are available. They are the base card, email cards from Exchange, relationship analytic cards, email engagement cards, productivity cards, and the today card.
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It’s worth noting that the action cards can look different in the Classic interface than in the Unified interface. One thing around privacy– by enabling the Relationship Assistant features, limited exchange data, which includes a senders’ name and email address, as well as excerpts from the email body, are retrieved, but are not stored in Dynamics 365. For the purpose of showing relevant insights of your email, the Relationship Assistant feature can be configured to retrieve information with regards to news, financial, and flight information by sending out requests to external components such MSN, Money, and Bing.
Embedded Intelligence is a suite of features which continuously analyses the vast collections of customer interaction data already stored in your Dynamics 365 and Microsoft Exchange databases.

It is there to help you better understand your business relationships, evaluate your activities and relation to previous success, and choose the best path forward.

Embedded Intelligence includes the following features which all work together to amplify the individual strengths:

  • Relationship assistant
  • Email engagement
  • Auto-capture

Relationship assistant keeps an eye on your daily actions and communications and generates a collection of action cards that are displayed prominently throughout the application to provide tailored actionable insights.

The assistant reminds you of upcoming activities. It evaluates your communications and suggests when it might be time to reach out to contexts that have been inactive for a while. It identifies email messages that may be waiting for a reply from you. It alerts you when an opportunity is nearing its closed date and much more.

The administrator must enable auto-capture before you use it. The relationship assistant is designed to deliver the most important and relevant information in relation to what you were doing right now.

The assistant works by analysing all the data at its disposal and generating a collection of action cards, each of which includes a message summarising what the card is about positive of links for taking action. The assistant sorts the cards by priority and filters them full current contexts.

When you start your day by signing into Dynamics 365 for Sales, the assistant draws your attention to your most important items and tasks, room from all areas of the application.

In the next step, you will explore the Relationship Assistant feature.

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Dynamics 365: Customer Engagement for Sales

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