25

In B2B, to have the capability to connect the Card-Add In both (simultaneously) to the AccountID and the ContactId to D365 Sales

To have the capability to use the Card Add-In connecting AccountId from Customer Profile in Customer Insights with AccountId in Dynamics 365 Sales so as to personalize an Account Form in D365 Sales where to use all defined Customer Insights information for Customers (attributes, measures , activi...

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1 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Under Review
Ideas Administrator

  

25

Export Segments using AccountID (B2B scenarios) to "Dynamics 365 Sales - Marketing List targeted at Account"

Taking into account that in Dynamics 365 Sales we have the ability to create a "Marketing List" targeted at: Account (instead of to Contacts). It is necessary (for B2B scenarios) to can bring Segments from Customer Insights to this "Marketing List targeted at account". We need the possibility t...

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1 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Under Review
24

Make available for B2B, the "Customer Insights Measures" Control in Customer Insights Card-Add in for Dynamics

Currently the use of this control is not enabled for B2B and therefore the measures created in Customer Insights are not allowed to be viewed in a D365 Sales custom Form. Enabling this is essential, since the information on the Form for the client is incomplete. Thanks

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1 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Under Review
4

Need Dynamics 365 Customer Insights Connector to support Data Source Entity

When working with Dynamics 365 Customer Insights Connector, we can only find Customer Insights Entity like "Customer". But we are not able to other other Data Source Entities which formatted by Customer Insight. Some of the customers linked CI with Azure Data Lake Storage Gen 2. Due to the curr...

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1 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Needs Votes
2

Ability to select customer profile information when exporting customer profile information to the campaign system

When exporting customer profiles from Customer Insights to the campaign system, I want to export only some of the customer profile information.


Exporting all customer profile information seems inefficient.


This is because a lot of information that is not neces...

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0 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for sharing this interesting idea. We would like to see more upvotes for it prior to it's final consideration. We will ongoingly track the votes for it and update here. Thank you! the Dynamics 365 Customer Insights team. 

2

Release Power BI Customer Insights Connector to GA

The Power BI Customer Insights Connector is in preview for 10+ month. When can we expect general availability?

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0 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.  

2

Managed Identity authentication is supported in Customer Insight for generating the access token

- We want to know if the managed Identity is supported in customer insight API - One of the suggestion for Shoebox option. It doesn’t require any code . Needs a storage account or Event Hub to receive the events - Need to know if managed identities authentication is used to get access token to ...

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2 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Needs Votes
2

Managed Identity authentication is supported in Customer Insight for generating the access token

How can we use managed identities authentication to get access token to query Customer Insights API ?

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1 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Needs Votes
0

Make Segments available via Connectors

Segments are currently only accessible via PowerBI Connector (BETA) (not Flow, PowerApps or API?). Segments provide an excellent opportunity for personalisation (e.g. Content of Web Page or through generation of a recommendation for customer). - Open Flow and PowerApps connectors to be able to...

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1 Comments

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Category: Outbound Connectors & Extensibility (9)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Shefy

Microsoft.