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Suchism
Microsoft
Microsoft

Is Relationship Assistant (RA cards) configuration available for CDS Orgs

Can RA cards be configured on CDS Orgs

. If not, what are the options to show notifications to users.

3 REPLIES 3

Assistant cards can be customized if you are licensed for Dynamics 365 for Sales

https://docs.microsoft.com/en-us/dynamics365/ai/sales/assistant

If you don't have at least one d365 sales with sales insights license, you cannot customize these.

 

If you don't want to license teams, an alternative to relationship assistant that is very similar is teams adaptive cards. 

https://docs.microsoft.com/en-us/microsoftteams/platform/task-modules-and-cards/what-are-cards

One option is use teams for your smart notifications, and you can build these cards all day long with standard power apps and flow.

 

They are displayed in teams, not the relationship assistant in Dynamics.

thanks @jlindstrom  !!

Is there any other way to show user notification within Model driven app (CDS only Org) .

I know teams is another option, but I was looking more in terms of not going out of the app .

Yes--notify the user in some other way, such as send them an email, create an activity feed card, etc

One we have done is create a custom notification entity and then use an embedded canvas app to show notifications to user.

You could also display these in the yellow notification bar using javascript

https://itsfascinating.com/d365/microsoft-dynamics-365-notifications-using-javascript/

 

Or license d365 sales/sales insights. there is some really useful functionality added to sales insights, such as the enhanced email autocapture.

 

 

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