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 analyzing all of the data at its disposal and generating a collection of action cards, each of which includes a message summarizing what the card is about, plus a set of links for taking action. The assistant sorts the cards by priority and filters them for your current context.
When you start your day by signing in to Dynamics 365, the assistant draws your attention to your most important items and tasks, drawn from all areas of the application.
The figure shows a typical dashboard that includes the relationship assistant carousel. It highlights the following elements:
Action card carousel: The relationship assistant shows pending action cards here. The most important card is shown on the left, and additional cards may be visible depending on your screen resolution and which view you are using. As you work, dismissing and snoozing cards, additional cards slide in from the right. The figure shows a top-level dashboard, so these cards are drawn from all areas of the site; carousels are also available on individual record views, where the cards are filtered for your specific context.
Action card: This is a single action card.
Assistant column button: Click here to view all available action cards in a vertical, scrollable column. The carousel is hidden when you choose this view.
Feedback and customization buttons: These are shown in the upper-right corner of both the carousel and the column views. Use the button on the left to provide feedback about the assistant to Microsoft. Use the button on the right to open your relationship assistant preferences, where you can choose which types of cards you want to see and set options for some of them.
As you drill down into specific records, such as an opportunity or contact, the assistant displays only those cards that are related to the record you are working with. As on the front-page dashboard, the assistant typically opens by showing a carousel, and includes an Assistant tab in the center column, which you can open to scroll through all the available cards for the current record.
Action cards are made up of the following elements, as labeled in the figure:
Main content area: Shows the title of the record the card refers to, its summary, the card type, and other basic information. Click anywhere in this area (except for on the two buttons) to open the related item, which might be a Dynamics 365 record or an email message .
Actions area: Provides convenient links that will help you complete whatever type of action the card is recommending. The number (up to two) and types of links provided here vary by card type. More information: Preview feature: Action cards reference
Snooze button: Click here to hide the card temporarily. Snooze time varies by card type. Once the snooze time expires the card will again be visible.
Dismiss button: Click here to dismiss the card permanently, regardless of whether you have completed the action it recommends.