Provide additional attributes in "Activity creation" process
In the process of defining the customer's activities, being able to select one more additional attribute of the activity. (Currently in the "Activity unifiation" stage of the "Create an activity" process, it is only allowed to select one "additional details"). Thanks
View activity details from Timeline section in B2B scenario
The Timeline section, makes the created activities available there. Each activity definition comes from an Entity that has more detailed information. It would be very useful to access from the Timeline section and be able to obtain a list with more details for each activity. Thanks
Thanks for this suggestion.
We are not planning to invest in the Timeline control in CI-Data as this is only used by administrators and data wranglers working in CI-Data to validate configuration. The Customer cards are not intended to be used as a line-of-business display of unified profiles and insights.
That job is better done in a custom Power App canvas application, or a PowerBI report.
Filter Customer Interactions Timeline
When you add Customer interactions to contact´s timeline by using Custom Connector
You´ll receive ALL interactions from the contact e.g. when he receives an email, opens it etc. Users who have the READ privilege to see these records will have a timeline which is by far too cl...
Hi Ragnar,
Thanks for this suggestion.
We're releasing table row filtering that will allow you to filter out rows from the activity table you don't want to process / include in the unified activites.
Filtering out noise activities will not only provide a better timeline view, but will also improve processing as we filter them out prior to processing.
Alternatively, if you can break the activities up into separate tables, you could choose to only send the activites in one table. This would give you the ability to export the full set of activities (if you need them) but send a subset to the timeline.
To include (into "Activity Timeline" B2B) not only account activity, but also activities for contacts associated with that account.
B2B (primary target audience) The ability to relate "contacts" to the unified customer profile for the account (B2B) where the contacts belongs to, was recently added. It would be essential to be able to add to the customer's "activity timeline", not only activities defined at the account level...
Contact level activities are now supported in Customer Insights. Any activities a contact makes will show up on their associated account. See documentation and steps to implement: Semantic mappings (preview) - Dynamics 365 Customer Insights | Microsoft Docs
Activity Timestamp shown in Local Time instead of UTC
Currently all timestamps in the UX timeline (both CI and through the CE timeline component) are shown in UTC.
It would be useful if these timestamps were shown in local time. Country/Region is already set under System.
Activity Creation - Filter the Selected Entity to Specific Rows
The issue is when you have one table as a data source containing multiple activity types. As of right now I am forced to split that one table into various tables, one for each activity type. This is required because when creating an activity within CI I can only select an entity and not filter...
we are grateful for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.
Select which activities to run
It would be a nice feature to select which activities to refresh instead of having to run them at all the same time
More freedom to select icons
I'd like for more icons to be made available to specify activities
Logic App trigger
Ability to have a logic app trigger when export process succeeds
we are grateful for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.
Generate Demo videos of customer's process
Generate Demo videos of customer's process to understand the D365 product more better. End to End process demo will help to understand the MS product/module better.
we are grateul for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.
Administrator
Thanks for this suggestion.
Adding additional attributes to the output of unified activities would make activities more useful.
We would be happy to consider this work for a future release, but it is not currently prioritized. Your votes and scenarios how this would impact your business scenarios will help us understand and prioritize this work over other work.