Recently I have been working on setting up various features of Sales AI for a customer and I have to tell you that there is so much to it than meets the eye. And one of them is the Relationship Analytics. If you go to Account/ Contact/ Lead/ Opportunity form then you would see some Relationship Analytics showing up. Below is the screenshot for an opportunity.
But the question is – “How is Microsoft showing up all these values? After all they must be based on some logic right?”.
Then answer is – “ Yes they are.” But believe me, if you are not aware of the logic behind it, it may be very difficult to understand. And frequently when we are distress we come home to find salvation. And so you should come back to Microsoft Docs to understand what the complexity is all about.
When I asked my colleague to refer to docs, honestly they missed out this section in the entire documentation. Hence in this article I am sharing the exact link in Docs which explain this.
And here it goes.
This link directly takes you to relationship analytics calculation logic which my otherwise be difficult to find.
Hope this helps!
Our product offerings:
Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)
CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)
Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)
Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)