Some cards have additional configuration options like when to show a card. The settings tab allows admins to assign security roles to cards, so that only users with the same security role will be able to view the card. This is where you can turn a card on or off. A list of available cards will be visible and when a card is clicked the configuration window for that card opens up. In order to configure existing cards (turn them on or off, configure when they should show) admins need to click on ‘Insight Cards’ under ‘Assistant Studio’. Admins will see ‘Assistant Studio’ on the left side of the screen. Users can configure the assistant by navigating to the ‘Sales Insights’ area in Dynamics 365 Sales. The assistant can also warn a user when an email is sitting in their exchange inbox and inform them about upcoming activities like appointments or phone calls, etc these types of cards are insight cards. Examples of card notifications are cards that are shown when a record has been inactive for a while or when an opportunity is nearing it’s close date. There are two different types of cards: notifications and insights. Keep in mind that the premium edition is part of Dynamics 365 Sales Insights, which is an additional cost. Premium: The premium assistant gives you all the capabilities you get with the standard edition, but on top of that gives admins the ability to create custom cards. This allows you to utilize the existing card rules and settings but you don’t have the ability to create custom cards. Standard: The standard assistant is included with D365 Sales Enterprise. There are two different levels for the assistant: The assistant uses the data in Dynamics 365 Sales and in exchange to create the cards.
It allows users to stay on top of things by displaying cards to sales users. The assistant used to be called the relationship assistant and is part of Dynamics 365 Sales Insights.
If you are not familiar with the Dynamics 365 Assistant let me tell you about it, as I feel it’s a great tool. I have received several requests to write an article about how we can utilize Power Automate to automatically create custom cards that will be shown in the Dynamics 365 Assistant.