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Microsoft Dynamics 365 View smart assist suggestions

Documents smart assist cards in the productivity pane with recommendations such as knowledge articles, similar cases, and next-best steps during customer interactions.

Read with a purpose

What this source can teach

Use this source to inspect a concrete implementation and the decisions visible in its context.

  1. Start with the original. Open the source and find the guidance or example relevant to your task.
  2. Trace the connection. Use the claim notes below to see how this site applies the source to specific patterns.
  3. Check the setting. Compare the source's platform, people, and constraints with your own decision.

Pattern Decisions This Source Supports

Pattern Supported decision Required contract Claim note
Recommended next action Choose recommended next action when the system proposes a concrete action that is immediately relevant to the current work object and user role. Accepting or reviewing the recommendation opens the proposed action with context preserved and does not silently commit high-impact changes. Microsoft documents suggestion cards in the productivity pane during customer conversations.

Evidence Role

This source is treated as product-example evidence. Its value comes from the specific claims and setting described above.

Publisher: Microsoft Learn. Last checked: .

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