28

Be able to reorder fields in the Unified Customer Profile

It would be really helpful to be able to choose field`s order that are part of the Unified Customer Profile. This order is significant both for those who see the Customer Profile from the Web App and for those who receive a response from the Teams Bot Why don`t taking advantage of the order tha...

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3 Comments

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Category: Customer Profile (10)

STATUS DETAILS
Under Review
24

Customer Insights Data Format

Need to be able to select format of data in Customer Insights. At the moment numeric values are showing up as decimals.

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0 Comments

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Category: Customer Profile (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.  

4

Encrypting fields in customer data

Some companies are reluctant to display all of their customer information on the screen.


This is because there is a risk that customer information such as credit card numbers, resident registration numbers, and mobile phone numbers may be leaked.


Some of the D...

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0 Comments

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Category: Customer Profile (10)

STATUS DETAILS
Under Review
Ideas Administrator

Customer Insights is aware that supporting role-based access control for our tables is a gap worth closing. Please stay tuned for upcoming updates to our release plans.

4

Run Match and all downstream processes

On Merge there's the option to run the single process or include all downstream processes.

Why not offer these options on Match as well?!


After a failed scheduled refresh due to expired credentials I just needed to refresh a few data sources manually.

Next step wa...

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0 Comments

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Category: Customer Profile (10)

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.  

3

Segment Membership in Customer Profile

I'd like to be able to see what segments a specific customer belongs to without having to find it within the given attributes/activities. This would make the customer profile more useful and easier to analyze in a short time.

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0 Comments

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Category: Customer Profile (10)

STATUS DETAILS
New
2

Allow to sort the KPIs on Customer's profile page

Currently, there is no way to re-organize the KPIs on the Customer's profile.

The most recently created measure goes to the top, leaving others in most cases more valuable ones floating at the bottom of the page.

It would be nice to have an opportunity to at least sort them by name...

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0 Comments

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Category: Customer Profile (10)

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

Postcode Search on All Customer Table

It would be fantastic if we could search for the default business postcode on the all customer table. This would make it so much easier if you have a company that trades under a different name than the legal name.

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0 Comments

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Category: Customer Profile (10)

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.  

1

Customer Profile entity and nested attributes

The use case:


Customer 1234 with Policy 89 and Policy 65, purchases a new Policy 23. Add this customer to a 'existing customer purchased new policy' segment and send to communication platform. Must have Customer Profile attributes and Policy 23 attributes sent for personalisat...

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0 Comments

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Category: Customer Profile (10)

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. 

1

CRUD process for single customer profile.

I realised that the only way for deleting or updating a single customer profile is updating the data source and it takes a lot of time. I think deleting or updating a single customer profile should be done without updating the whole data source , by this way process become faster and can be handl...

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0 Comments

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Category: Customer Profile (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.  

1

Assigning inquiry reason codes and security administration to selected or range of records

Future assigning inquiry reason codes and security administration to selected or range of records at inquiry and/or potential reports, may potentially efficientize record display or disclosure security or potential encryptions.

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0 Comments

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Category: Customer Profile (10)

STATUS DETAILS
Needs Votes