Create Custom Insight Cards using Microsoft Flow

Relationship Insights, as part of Dynamics 365, has been a great feature, often used (and sold) as part of the Sales Application to be able to remind users that there are important deadlines or meetings coming up. In recent releases, the feature has now been made available to customise as part of public preview, allowing us to create custom insight cards to display to users (and teams) across the platform. This results in tailored and streamlined recommendations for users, allowing them to receive insight and take action quicker.

This post covers how to get started setting up a simple custom card from a custom entity.