35

Suggestion for Enhanced Functionality in Dynamics 365 Customer Insights - Data

We propose the implementation of additional functionalities within Dynamics 365 Customer Insights - Data to enhance rule setup flexibility and adaptability.


  1. Inclusion of "Is Not" Functionality: We suggest incorporating the same capabilities found in the "...

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    Category: Segmentation (14)

    STATUS DETAILS
    New
24

Export Segments to Dynamics 365 Marketing Segments

Export of Segment to Dynamics 365 currently exports content of Customer Insights segment to a 'Marketing List' . Would be preferable if this integrated with Dynamics 365 Marketing and pushed into a 'Dynamics 365 Marketing Segment' to be used with Marketing Customer Journeys

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Category: Segmentation (14)

STATUS DETAILS
Completed
Ideas Administrator

Customer Insights - Data can be integrated with Customer Insights - Journey to share the segments. Learn more here: Use unified profiles in Dynamics 365 Customer Insights - Journeys - Dynamics 365 Customer Insights | Microsoft Learn

23

Create "Segment Insights" (in B2B scenario)

It is needed the functionality, in B2B scenario, to find out what distinguishes segments form each other or from the rest of our customers (Segment Insight Type: differentiators). It is also needed the capability to overlap segments and visualize shared members between segments. (Segment Insigh...

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Category: Segmentation (14)

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. 

21

Export segment to D365 mapping with Account

At the moment, D365 Customer Insight only export to D365 Marketing or D365 Sales and mapping with Contact ID. Please add a new function to export the segments and mapping with Account ID. Thanks!

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Category: Segmentation (14)

STATUS DETAILS
Needs Votes
9

Segment Folders

Add folders for segment management

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0 Comments

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Category: Segmentation (14)

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.  

7

Segment pick list for underlying data

Currently, users need to know the underlying data to create segments. It would be valuable if picklists w search where available in the Segment builder for users to access the underlying data.

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0 Comments

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Category: Segmentation (14)

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.  

5

Segment Customer Attributes

Currently, Segments contain all customer attributes. It would be nice to have functionality to select which attributes to include in the segment and also for the segment export.

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0 Comments

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Category: Segmentation (14)

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.  

4

Combobox to select value for boolean datatype

When customer's are using Customer Insight and when using boolean datatype into Segments an combobox will be much appreciated as this will increase the customer experience.


Combobox suggestion : True/False, or numeric 0 as False and 1 as Tru...

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0 Comments

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Category: Segmentation (14)

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. 

3

Add ability to filter by dynamic dates in future

The segments UI doesn't allow to refer to dynamic dates in the future, only fixed dates. We need the ability to create segments where RenewalDate is between 7 to 12 weeks in the future. Currently the only dynamic date selection feature is "within last X Days/Weeks/Months', i.e. only w...

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Category: Segmentation (14)

STATUS DETAILS
New
2

Allow Segment data to refresh at local time Midnight instead of UTC +0

Currently, all CI instances segment data refresh at UTC +0, which makes it inconvenient to work with date time fields which are part of the segment critieria. Hence, it will be great if all instances can refresh at their own local time Midnight, so less pre-work will be required to deal with t...

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0 Comments

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Category: Segmentation (14)

STATUS DETAILS
New