A consultant is configuring Dynamics 365 Sales so an enterprise account team can see relationship insights showing which stakeholders are engaged, which are going cold, and how the overall buying group is trending. Partway through testing, the insights panel shows no meaningful data even though the opportunity has several contacts attached. (Select TWO.) Which two conditions are necessary for the relationship insights to populate correctly?
Select all correct answers, then click Submit.
Short Explanation
Two things have to be true at once for this kind of insight to show up, and it's easy to have one without the other. First, the system needs to know who the players are — contacts actually linked to the deal with a role attached, not just floating in the account's contact list. Second, and this is the part people forget, it needs a stream of real interaction data — emails and meetings actually syncing in — because engagement trends are calculated from activity, not from a static contact list. A profile field like a social media link doesn't feed this at all, so filling those in won't fix an empty panel. And it's not something that only kicks in near the finish line either — the whole value of watching a buying group's engagement is catching a cooling relationship early, long before the deal reaches its last stage, so it has to be available from the start.
Full Explanation
The correct answers are A and B. Relationship insights are built by combining who the stakeholders are, established through contacts linked to the opportunity with clear roles, with evidence of how those stakeholders are actually being engaged, which comes from email and calendar activity flowing into the system through server-side sync or an equivalent integration. Without both pieces, the feature has no one to analyze and no interactions to analyze them against, which explains why the panel is empty despite contacts existing on the record. Option C is incorrect because relationship insights are derived from tracked interactions within Dynamics 365 Sales, not from external social profile completeness; a missing LinkedIn URL has no bearing on whether engagement trends can be calculated. Option D is incorrect because gating insights to only the final pipeline stage would defeat the purpose of the feature, which is to give teams early visibility into stakeholder engagement so they can act on a cooling relationship well before the deal reaches its final stage.