Verify the Acquisition Alert Setting

The Acquisition Alert provided by Sales Intelligence Cloud is enabled in Dynamics 365. An administrator can enable or disable the Acquisition Alert setting at the Organization level. All users of Dynamics 365 can also control this setting at the user-level by enabling or disabling the Acquisition Alert check box to view and use the Relationship Assistant alerts. Currently, the Acquisition Alert is enabled only for the Account Object in the Unified Client Interface view.

If this Acquisition Alert check box is not enabled, then users will not be able to view Relationship Agent cards.

To verify the status of the Insights Acquisition Alert, follow these steps:

Step	Description	Details
1	Go to Sales AI setting	Go to Settings Sales AI.
2	Verify that Acquisition Alert is enabled	In the Sales AI page, click the Relationship Assistant tab and expand the Extended Cards section and verify that the Acquisition Alert is enabled under InsideView Insights . By default, the Acquisition Alert check box is enabled for Insights admin user when you install Insights solution in Dynamics 365. If it is disabled, you must enable it.
3	Enable Acquisition Alert at user level	To enable the Acquisition Alert setting at the user-level follow these steps: Click the Settings icon and select the Options item under Advanced Settings. In the General tab, click the Manage personal relationship assistant settings link under the Configure Relationship assistant region. In the Relationship Assistant tab, verify that the Acquisition Alert checkbox is enabled for InsideView Insights under the Extended Cards region. When you click the Manage personal relationship assistant settings link under Configure Relationship assistant. The Manage insights cards window opens. Verify if the Acquisition Alert setting is enabled in this window. Click the Acquisition Alert link to enable or disable this card. Click OK and then click Save.

Step

Description

Details

Go to Sales AI setting

Go to Settings Sales AI.

Verify that Acquisition Alert is enabled

In the Sales AI page, click the Relationship Assistant tab and expand the Extended Cards section and verify that the Acquisition Alert is enabled under InsideView Insights .

By default, the Acquisition Alert check box is enabled for Insights admin user when you install Insights solution in Dynamics 365. If it is disabled, you must enable it.

Enable Acquisition Alert at user level

To enable the Acquisition Alert setting at the user-level follow these steps:

Click the Settings icon and select the Options item under Advanced Settings.
In the General tab, click the Manage personal relationship assistant settings link under the Configure Relationship assistant region.
In the Relationship Assistant tab, verify that the Acquisition Alert checkbox is enabled for InsideView Insights under the Extended Cards region.

When you click the Manage personal relationship assistant settings link under Configure Relationship assistant. The Manage insights cards window opens. Verify if the Acquisition Alert setting is enabled in this window.
Click the Acquisition Alert link to enable or disable this card.
Click OK and then click Save.

Verify the Acquisition Alert Setting

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