Megan Hagedorn No Comments

Dynamics 365: Configure the Relationship Assistant

One of the new features in Version 9 is the “Relationship Assistant”.  This tool will let you know if an Opportunity is closing soon, if a record has had no activity in the last X days, and so much more.  There are lots of articles out there to help users configure the relationship assistant via the personal options menu, but not many tell you how to change the “days before notifying” settings for the organization. Read more