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...
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
We need more votes from multiple companies to pick up this idea. However we are also planning to merge B2B capabilities into the standard B2C environment so that customer have only one CI instance to manage. We will consider this idea as part of that effort if we have more votes.
Segment of accounts for use in D365 Sales "Marketing list" targeting accounts (B2B)
Dynamics 365 Sales has the ability to create a "Marketing list" targeted Accounts (instead of Contacts). For B2B scenarios, we would like to create segments of accounts in Customer Insights to use with D365 Sales marketing list feature targeting accounts.
Thanks
Thank for this idea. We've been monitoring this idea for 3 years now and have not seen an upvote from any other customers for this idea. Hence we are declining to invest in this idea and closing it.
Add email events to Synapse Link
We are using Synapse Link to move Dataverse data towards Data Lake and there to Azure SQL Server.
Now the marketing team would like us to move email events created from Customer Insights (Real-time marketing & Outbound) with the same way.
How are we able to ac...
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 ...
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...
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...
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.
Need Customer Insights - Data segments can create new contacts in Customer Insights - Journeys When Export a segment to Dynamics 365 Customer Insights - Journeys
Hi there,
Neither the deprecated D365 Marketing nor the new D365 Customer Insights - Data will create new contacts in D365 Customer Insights - Journey. However, this is unreasonable to our customers. They request Microsoft product team can...
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?
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.
Extended Customer Card Implementation Options in D365 CRM
The ability to use all fields individually from the customer profile in the D365 CRM form for contacts and/or accounts, enables for a more precise information placement for the business user.
Example1: I as the sales user, have been tasked with calling my customer "ACompany"....
Administrator
We have plans to incorporate account insights into the standard release of CI-Data in the future. As a result, we've deprecated the use of the standalone B2B version in favor of a single instance that can provide both customer and account insights.