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Preview feature: Action cards reference

Action cards help keep you up to date with your work in Dynamics 365, letting you know when you need to follow up on an email, attend a meeting, and much more. They are displayed throughout the application to provide relevant information for the context you are 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 (More information: Preview feature: Relationship assistant). This topic lists each of the available cards and provides details about what each card does, how it gets generated, and how you can use it.

The relationship assistant is provided as a preview feature in the December 2016 update for Microsoft Dynamics 365 (online) and is only available in North American sites that use US English (en-us). A subset of action cards is also available in the December 2016 Service Pack for Microsoft Dynamics 365 (on-premises). Additional restrictions apply depending on which versions of Dynamics 365 and Microsoft Exchange you are running. For complete details about how to enable this preview feature, plus version requirements, prerequisites, and any known issues, see Preview feature: Configure Relationship Insights features.

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.


Important

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 technical support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use for preview features.


The relationship assistant is part of the new Relationship Insights suite of features, all of which are currently in preview. More information: Preview feature: Relationship Insights overview

Send us feedback

We are making this preview available so that you can try it and let us know what you think. Your feedback will help us prioritize work to include the capabilities you need most. We ask that you give us your suggestions and report problems by using our publicly available feedback site: Microsoft Ideas

Getting started

As with most preview features, your administrator must enable the relationship assistant before you can try it out. For complete details about prerequisites, how to enable the preview, and how to set it up, see Preview feature: Configure Relationship Insights features.

Base cards

Base cards relate to the core features of Microsoft Dynamics 365.


Note

  • These cards are always available, regardless of which email server you are using.

  • These cards are for both online and on-premises versions of Dynamics 365.

  • These are the only action cards that are available for Dynamics 365 (on-premises).

  • These cards use Dynamics 365 data.


Close date coming soon

Description

Tells you that an open opportunity will soon reach its estimated close date. When you are viewing a dashboard, you'll only see these cards for opportunities that are assigned to you, but when you view a specific opportunity you'll see this card even if that opportunity is assigned to somebody else.

Configuration options

Set how many days before the close date to start showing the card. The default value is set by your administrator.

Features

Identifies the opportunity.

Tells how far away the close date is.

Provides text explaining why the card was generated.

Actions

Open the opportunity.


{Activity} due today

Description

Tells you that an activity assigned to you is due today. Activity types include: email, fax, letter, phone call, task, service appointment, and custom.

Features

Indicates the type of activity (email, fax, letter, phone call, task, service appointment, or custom).

Shows the time the activity is due or scheduled.

Shows the name of the activity record (click to open the record).

Shows the activity description (shortened for space if needed).

Actions

Mark the activity complete.

Close the activity.


Meeting today

Description

Tells that you have a meeting scheduled for today.

There is also an "upcoming meeting" card, which first appears 30 minutes before your meeting, provides more features, and is given a higher priority. More information: Productivity cards

Features

Shows the meeting title, with a link to the meeting record.

Shows the meeting description (shortened for space if needed).

Open the detailed view to see a collection of closely related action cards, including relevant people, companies, opportunities, news, stocks, and more.

Actions

Open the appointment


Missed close date

Description

Tells you that an open opportunity has passed its close date. When you are viewing a dashboard, you'll only see these cards for opportunities that are assigned to you, but when viewing a specific opportunity you'll see this card even if that opportunity is assigned to somebody else.

Features

Identifies the opportunity.

Provides text explaining why the card was generated.

Actions

Open the opportunity.


Post-meeting follow-up

Description

Tells you that a meeting that you organized (where you are the record owner) has recently ended, giving you an easy opportunity to document the meeting in Dynamics 365.

Features

Identifies the meeting.

Provides text explaining why the card was generated.

Actions

Add notes to the meeting record.

Open the meeting record.


Email cards from Exchange

These action cards are generated based on an analysis of email messages in your Microsoft Exchange inbox. They are only available if you are using Dynamics 365 (online) with Microsoft Exchange Online as your email server.

When you receive an email, Exchange and Dynamics 365 work together to scan the body of the email looking for certain words or phrases that suggest that the email is related to your Dynamics 365 work.

When the system finds relevant text, it generates an action card to notify you of a possible action for you to take. Each signal type has its own card, which provides the information and action links best suited for that signal type.


Note

  • These cards only available if you are using Dynamics 365 (online) with Microsoft Exchange Online as your email server.

  • You will need to set up server-side-sync.


Competitor mentioned

Description

A tracked email that is set as regarding a Dynamics 365 opportunity appears to refer to a company that is listed as a competitor in your system.

Configuration options

Set this feature to add the competitor automatically rather than showing the card.

Features

Shows the name of the competitor

Tells you that a competitor was mentioned in an email.

Click the card to open the opportunity that the email is set to be regarding.

Actions

Choose Add as Competitor to add the competitor to the regarding opportunity.

Choose Always Do This to add competitors automatically instead of showing more cards like this. This is the same as the configuration setting available for this card type, and you can reset it by going to your Relationship Assistant settings (More information: Preview feature: Relationship assistant).


Customer question

Description

An email from a known contact in your inbox appears to be asking a question.

Features

Shows the name of the contact.

Tells you that a question has arrived.

Displays the sentence from the email that appears to be asking a simple question.

Actions

Open the email.


File requested

Description

An email from a known contact in your inbox appears to include a request for a file.

Features

Shows the name of the contact.

Tells you that a request for a file has arrived.

Displays the sentence from the email that appears to be asking for a file.

Actions

Open the email.


Important email

Description

An email from a known contact in your inbox appears to include an important or complex question.

Features

Shows the name of the contact.

Tells you that an important email has arrived.

Displays the sentence from the email that appears to be asking an important or complex question.

Actions

Open the email.


Issue detected

Description

An email from a known contact in your inbox appears to include a support request.

Features

Shows the name of the contact.

Tells you that an email that appears to include a support request has arrived.

Displays the sentence from the email that appears to be asking for help.

Actions

Create a new case.

Open the email.


Meeting requested

Description

An email from a known contact in your inbox appears to include a meeting request.

Features

Shows the name of the contact.

Tells you that a meeting request has arrived.

Displays the sentence from the email that appears to be asking for a meeting.

Actions

Create a new meeting.

Open the email.


New lead/upsell opportunity

Description

An email from a known or unknown contact appears to be asking for more information about a product. For known contacts, this may be an upsell opportunity. For unknown contacts, this could be a new lead.

Features

Shows the name of the sender.

Tells you that an email has arrived that may represent an upsell or new-lead opportunity.

Displays the sentence from the email that appears to be asking for product information.

Actions

Open the email.


Stakeholder recommendation

Description

An email regarding an open opportunity has arrived, and it includes an extra recipient that is not yet listed as a stakeholder for that opportunity.

Configuration options

You can choose to add the stakeholder automatically rather than show the card.

Features

Shows the name of the potential stakeholder

Tells you that this person might be a stakeholder in an open opportunity

Displays a short description that includes the name of the opportunity.

Actions

Add the contact as a stakeholder for the related opportunity.

Choose Always Do This to add stakeholders automatically instead of showing more cards like this. This is the same as the configuration setting available for this card type, and you can reset it by going to your Relationship Assistant settings (More information: Preview feature: Relationship assistant).

Relationship analytics cards

These action cards provide reminders when it looks like one of your business relationships needs nurturing due to a lack of recent activity.


Note

  • These cards are only available for Dynamics 365 (online).

  • These cards use Dynamics 365 data.


No activity with {record type}

Description

Lets you know that a record that you own has been inactive for some time. Applies to contact, opportunity, lead, account, and case records.

Configuration options

Set the number of days of inactivity that must pass before a card is generated. You can set a different value for each type of supported record (contact, opportunity, lead, account, and case).

Features

Identifies the type and name of the relevant record.

Explains why the card was generated.

Actions

Open the record.

Create an email addressed to the primary contact for the record.


Email engagement cards

These cards are generated by the email engagement feature (provided it's supported by your server configuration and enabled for your site).


Note

  • These cards are only available for Dynamics 365 (online).

  • The email engagement feature requires these cards, so you can't disable them. More information: Preview feature: Email engagement


Email opened

Description

A followed email was opened by its recipient.

Features

Names the contact you sent the email to.

Provides descriptive text that shows the subject of the email, the time it was opened, and the approximate location where it was opened.

Actions

Call the contact

Open the contact record


Email reminder

Description

You set a followup reminder for an email you recently sent, and its trigger conditions have just been met. Trigger conditions always include a date, but may also include conditionals such as whether the email wasn't opened or replied to by that date.

Features

Names the contact that you sent the email to.

Tells you that you set a followup reminder for this email.

Provides a description that summarizes the trigger conditions.

Actions

Open the contact record

Call the contact


Productivity cards

Productivity cards provide information that is relevant to your location and upcoming plans, plus additional information related to those.


Note

  • These cards are only available for Dynamics 365 (online).

  • These cards are only displayed on mobile devices.

  • These cards are not available for the Microsoft Cloud Germany datacenter.


Nearby Customers

Description

The card finds customers that are located nearby the meeting location. It's shown in the card details view when you tap a meeting card from the relationship assistant feed.

Features

Shows the name of the nearest city.

Shows basic information about each company.


Relevant News

Description

The card displays new headlines related to companies that are participating at the meeting. It's shown in the card details view when you tap a meeting card from the relationship assistant feed.

Features

Shows the date when the news was last updated.

Thumbnail image and headline for each found article.

Click to view the full article.


Stock Updates

Description

The card displays stock information for companies that are participating at the meeting. It's shown in the card details view when you tap a meeting card from the relationship assistant feed.

Features

Shows the date and time the prices were last updated.

For each company, shows a logo, stock symbol, price, and trend.


Upcoming Flight

Description

This card is generated when your Exchange inbox includes an email message that contains a flight confirmation. The system then matches the flight dates to upcoming meetings and finds other information related to the location that you are flying to, such as other nearby customers.


Note

This card doesn't show live or updated flight information, just information from the flight confirmation email message that triggered the card.


Features

Flight company and flight number, with a link to the flight record.

Departure and arrival times, with airport codes.

Related meeting record, with link. Up to three meetings may be listed here.

List of customer offices near the destination airport, with links.

Actions

Open a related email message with flight details (if available).


Upcoming Meeting

Description

Tells that you have a meeting scheduled to start in 30 minutes or less. When available, this card is given highest priority and appears at the top of the stack. That way, you'll have all of your important meeting information available.

The "meeting today" card is similar, but it's shown all day, provides fewer features, and is given lower priority. More information: Base cards

Features

Shows the meeting title, with a link to the meeting record.

Shows the meeting description (shortened for space if needed).

Shows the regarding record (with link).

Shows a list of attendees (with link to the full list if there's more than four).

Displays a map of the location (if relevant and available; not for online meetings).

Open the detailed view to see a collection of closely related action cards, including relevant people, companies, opportunities, news, stocks, and more.

Actions

Open the appointment that triggered the card.


"Today" cards

"Today" cards capture information that is related to your plans for today.


Note

  • These cards are only available for Dynamics 365 (online).

  • These cards use Dynamics 365 data.


Recent meeting

Description

Tells you that a meeting that you organized (where you are the record owner) has recently ended, giving you an easy opportunity to document the meeting in Dynamics 365. The card is displayed for 30 minutes after the scheduled end of the meeting, and then removed.

Features

Identifies the meeting.

Provides text explaining why the card was generated.

Actions

Add notes to the meeting record.

Open the meeting record.


Today's Top People

Description

This card is only displayed on mobile devices.

The system analyzes your appointments, tasks, and other work for the day and generates this card to show the contacts you're most likely to interact with today.

Features

Shows each contact's name and portrait.

Shows each contact's title and any business they have with you today (such as a meeting, task, or phone call).

Click to view full contact details.


Today's Top Records

Description

This card is only displayed on mobile devices.

The system analyzes all of the Dynamics 365 records that are related to you and lists the records that you are most likely to be working with today based on your recent activities and date information (such as a due date or appointment) in each record.

Features

Shows a thumbnail image and a summary of each found record.

Click to view the full record.


Insufficient permissions

If you see an alert about having insufficient permissions to use an action card, take these steps:

  1. Go to Settings > Security > Security Roles.

  2. Choose the user role viewing the action cards.

  3. Choose the Core Records tab.

  4. Set the privileges to Read and Write access for Action Card and Action Card User Settings.

Privacy notice

By enabling the Relationship Assistant feature, limited exchange data, which includes a sender's name and email address as well as excerpts of the email body, are retrieved (but are not stored in Dynamics 365), for the purpose of showing relevant insights of your email. Further, the Relationship Assistant feature can be configured to retrieve information with regards to news, financials, and flight information, by sending out requests to external components such as MSN Money and Bing (which are not considered Microsoft Dynamics 365 Core Services). An administrator can enable and disable the Relationship Assistant feature by navigating to Settings > Relationship Insights, clicking the Relationship Assistant tab, and then making the appropriate selection.

The external components involved with Relationship Assistant functionality are detailed in the following sections.

Bing

Relationship Assistant uses Bing to search for relevant news to display to a user by using the account names from that user’s Dynamics 365 data.

MSN Money

Relationship Assistant uses MSN Money to show relevant stock information to a user by using the account ticker symbol from that user’s Dynamics 365 data.