Dynamics 365 Relationship Insights

Arpit Malhotra, 09 November 2016

Relationship insight is one the key feature that is backed by artificial intelligence and machine learning algorithms that comes as a built-in feature in Microsoft Dynamics 365. The service is built on the Cortana Intelligence Suite and takes advantage of the Dynamic 365 common data model/service.

It collects data from variety of sources such as Microsoft's own productivity software ecosystem, office 365, your CRM/ERP solution, social web sources and then provides a 360-degree view of your customers by scrutinizing sentiments, number of emails exchanged, email content, the frequency of contact and time spent with the customers etc.
 
This feature is most valuable for the sales people. It helps them to keep on top of their pipeline by spending more time selling with an automated data capture of customer communication across Dynamics 365 and Office 365 which is automatically populated into their Dynamics 365 sales system. By design, it calculates the health of each relationship such as calculating time spent with the customer or warning if too much time has passed between the last interaction with the clients and ultimately help them to be more productive at their daily tasks.

In the below screenshot, relationship insight assesses the current strength and characterize their relationship health and trend movement. It helps a sales person to determine relationship for each opportunity.

And the bubble chart below helps them to further prioritize on which relationship they need to focus on with the total opportunity size and the relationship health so that they can laser their focus on and who do they need to basically improve their relationship with.