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Introduction to Embedded Intelligence

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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