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Check out this Dynamics 365
Relationship Insights video
HERE feature: Introducing Relationship Insights for Dynamics 365 (online)

Many sales professionals spend a large part of their day working in Dynamics 365, Microsoft Outlook, and Microsoft Exchange. And the more you use them, the more these systems become filled with invaluable details about your plans, activities, meetings, communications, sales successes, and more. The new Relationship Insights suite of features in Dynamics 365 continuously analyzes this vast collection of customer-interaction data to help you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward.

Relationship Insights includes the following sub-features, which all work together to amplify their individual strengths:

  • Relationship assistant
  • Email engagement
  • Auto capture

For details about prerequisites and how to enable and configure these features, see What's new for administrators and customizers

Relationship Insights is a preview feature in the December 2016 update for Microsoft Dynamics 365 (online). A preview feature is a feature that is not complete, but is made available before it's officially released so customers can get early access and provide feedback. Preview features aren't meant for production use and may have limited or restricted functionality. Preview features must be enabled by an administrator. More information: What are Preview features and how do I enable them? relationship assistant automatically shows you the right information at the right time

The relationship assistant is constantly at work, keeping an eye on your activities, plans, data records, and communications with customers. It watches your daily actions and communications and uses them to drive insights that help you focus on what’s important today, and how to optimize your communications to help nurture healthy business relationships going forward.

The assistant combines and analyzes all of the information at its disposal and then generates a collection of action cards, which are displayed as your entry point to Dynamics 365 on mobile devices, and as a carousel display on your Web-based dashboards. When working with individual records you’ll see the action cards that apply directly to that record (all record types are supported, including custom entities). Thirty different types of cards are available, each of which provides tailored information, helpful links, and action controls for working with that information.

The system reminds you of upcoming activities, phone calls, and meetings; it evaluates your communications and suggests when it might be time to reach out to a contact that’s been inactive for a while; it identifies email messages that may be waiting for a reply from you; and it alerts you when an important opportunity is nearing its close date.


Bring it Home | Summit 2017

GPUG Summit delivers the can’t-miss annual conference for users of Microsoft Dynamics GP. Blending special access to Microsoft leadership with credible peer-to-peer knowledge exchange – this conference delivers electric keynotes, visionary product roadmaps, focused learning and optimal networking as users gain instrumental solutions for their everyday Dynamics GP challenges and larger organizational goals. In a multitude of industries, GPUG Summit is well known as a premier user-centric experience.

You'll leave GPUG Summit with a wealth of knowledge to bring home and immediately apply in your role.


Check out this Dynamics GP Fun Fact from Microsoft staffer Pam Misialek: 

Did you know...Backups?

It's a good time to think about cyber security.  When was the last time you checked your backup?  Do you store backups in multiple locations?

Storing backups on Azure is not only super cheap and easy, it's instant disaster recovery.

This released on Dynamics GP 2013 R2.

Did you know?

Join us for the GPUG FL Regional Chapter Meeting in Orlando on August 25th beginning at 9:00 am and ending at 4:00 pm at the Doubletree by Hilton Orlando at SeaWorld!

This full day Chapter meeting is packed with valuable content, sessions presented by experts and many opportunities to network with Dynamics GP Users and Partners. This event is free for GPUG Members, and offered to GPUG Subscribers at a $30 attendee fee. The Chapter day meeting will include breakfast beginning at 8:00 am and lunch on the 25th.

We have a discounted room rate of $89 (plus tax) for Thursday, August 24th at the Doubletree by Hilton Orlando at SeaWorld where the full day event will be held the following day. Please book your room today to take advantage of this great rate.

The last day to register for this Regional Chapter Meeting is Wednesday, August 23rd.

Friday, August 25th



8:00 - 9:00 AM


9:00 - 9:20 AM

Welcome & Introductions by CL’s

Bob M. & FL CL’s

9:20 - 9:40 AM

GPUG Website and Membership benefits (webinars, academy courses, etc.) overview

Bob M.

9:45 - 10:45 AM

Educational Session

Power BI

Anne Provost

10:45 - 11:00 AM


11:00 - 11:30 AM

Sponsorship session


11:30 -12:30 PM

Educational session

First look @ GPUG Summit session

Mark Polino

12:30 - 1:00 PM


1:00 - 1:30 PM

Lunch/Cyber Security session

Ken Washington

CIO Port Tampa Bay

1:30 - 2:00 PM

Sponsorship session


2:00 - 2:45 PM

Educational Session


Jason Zonts

2:45 - 3:00 PM


3:00 - 3:30 PM

Sponsorship session


3:30 - 4:15 PM


Roundtable discussion

  1. Where does the Cloud fit?
  2. New features in GP 2015 & 2016
  3. SSRS
  4. Attendee questions/comments

We look forward to seeing you in Orlando!


Doubletree by Hilton Orlando at SeaWorld
10100 International Drive
Orlando, FL 32821

Any questions please contact:

Molly Fuchsel

Chapter Manager

Cell: 507-272-4246 |

CRMUG Florida (Orlando) Chapter Meeting

Thursday, August 10, 2017, 8:30 AM - 12:00 PM ET

Join us for the next Florida (Orlando) Chapter meeting.

Attend this in-person learning and networking opportunity with Dynamics CRM peers in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company's investment.

To get the most out of our chapter, we encourage you to attend whichever Florida meeting is closest to you. But if you cannot attend in person, please consider registering for our virtual event, to connect online (preferred) or by phone.


8:30 am

Breakfast, Registration, & Networking at Local Chapter Sites

9:15 am

Welcome, Chapter Business, CRMUG News & Events

9:30 am

Education Session:  Editable Grids by Tim Becker

10:30 am


10:40 am

Member Showcase: TBA

11:30 am

Local Roundtable Discussions & Networking

*Agenda and details subject to change.

Park in the garage at 300 E. Pine St, Orlando. Bring your ticket with you and RCG will validate.

Audience: All Dynamics CRM users are welcome. Your CRMUG Membership extends to ALL employees at your company, so we encourage you to invite your colleagues and fellow peers. Partner Members are welcome to attend provided they are accompanied by a customer and they can refer to our Code of Conduct for additional guidelines.


Resource Consulting Group
301 E Pine Street, Suite 600
Momentum Bank building, south side of Lake Eola
Orlando, FL 32801