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Create custom cards in Assistant

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Use the assistant to create custom action cards that help in displaying insight cards that are specific to your organization.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security roles System Administrator or System Customizer
More information: Predefined security roles for Sales

What are actions or insight cards?

Action cards provide you up to date information on email, meeting, and more in Dynamics 365 for Customer Engagement. These cards remind you of upcoming activities; 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; it alerts you when an opportunity is nearing its close date; and much more. These cards are displayed on forms, dashboards, and throughout the application to provide relevant information for the context you're working in at the moment.
More information: Action cards reference

The action cards contain the following basic elements:
Screen shot of action cards basic elements.

  1. Generics actions: The more options consist of the following actionable buttons:
    • Snooze button: Hides card temporarily. Snooze time varies by card type. Once the snooze time expires the card will again be visible.
    • Dismiss button: Dismisses card permanently, regardless of whether you have completed the action.
  2. Actions area: Provides convenient links that 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.
  3. Main content area: Shows the title of the record the card refers to, its summary, the card type, and other basic information. Select anywhere in this area (except for on the two buttons) to open the related item, which might be a Dynamics 365 for Customer Engagement record or an email message.

Create a custom card

You can generate these custom cards in two ways:

  • As a sales manager or administrator, you can generate custom insight cards (known as action cards) by using the Assistant which is based on Microsoft Flow. This provides you with a graphical user interface to generate custom cards. To learn more, see Preview: Manage insight cards.

    Note

    We recommend you to use the Assistant to generate the custom insight cards.

  • As a developer, you can create card types according to your organizational requirements and make them available for users. To learn more, see Sample: Create custom insight cards type

    Note

    To use this feature, you must purchase a Dynamics 365 Sales Insights license, or start a trial to use Sales Insights features.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Manage insight cards
Sample: Extend assistant card type (custom card)
Configure Assistant
Guide customer communications with assistant