Ideas for Power Query features
When uploading data through Power Query, it is inconvenient because there is a capacity limit.
When there is a lot of data required for customer analysis and segment classification, only some of them have to be uploaded.
And, when you change the field name in ...
Provide option to exclude individual fields that are used in a unification combined group
"Combine a group of fields" detailed here : https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/data-unification-merge-tables
Currently when you combine address fields into a group it still leaves the original fields in the unification output (the customer pro...
Remove the 15 limit from "Combine a group of fields"
Currently the "Combine a group of fields" has a 15 data source limit.
The group by provides a way of keeping together fields in unification, like address fields, that should not be treated as individual fields, The current limit means that you would need to pick which data sou...
Ability to add secondary deduplication tiebreakers
We are currently able to choose selection rules like "most filled", "most recent", etc when deciding how to pick the winning record during deduplication. However, particularly when using "most filled", it's still possible for there to be duplicates as multiple records could have the same level...
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.
Duplicate detection and scoring
In CRMs, there are still lots of duplicates despite of detection rules: Due to spelling errors, nicknames, address change It is sometimes faster to create a contact record than to find and update an existing record: It should be possible to use customer insight to choose duplicate detection field...
Allow to include multiple fields with a single button
Currently, if we need to include new fields in the Unified Customer fields section, which is very time consuming when a new data source with large amount of new fields is uploaded to Customer Insights, Hence, it will be great if an option can be given to select multiple fields and then add the...
We are currently working to address this issue by providing the ability for you to filter columns (and rows) on any table you bring into Customer Insights - Data.
The plan is to provide a column (and row) filter link next to each table you bring in, on the Tables main page.
When you filter columns, we will provide a search field that allows you to show only fields that contains your search text, such as "Address" for example. This would show all fields with 'address' <case insensitive match> in the field name. You could then Select All, Deselect all, or Shift-Click or Ctrl-Click columns you wish to include/exclude.
Using this pattern, you should be able to quickly find and select (or deselect) through a large set of fields to get the fields you wish.
This will work for not only tables used in Unification, but any table used in Customer Insights - Data.
Removing Unification Process
As of now, the process of unification is a nightmare for many developers. we were unable to remove unification even after deleting/removing the dependencies and there are many more things in between. Instead, in the UI itself if we can keep a BUTTON ( Namely Remove Unification ) under unificat...
This is definitely a pain point. We have this on our backlog and can prioritize this over other work if we have more votes.
The experience should be
1. Select a table to remove from the unification process
2. Customer Insights - Data shows you the list of downstream dependencies where the table is used, such as any rules, segments, measures or exports.
3. If you confirm you want Customer Insight - Data to remove all the dependencies and the table from the unification configuration, Customer Insights - Data will perform the action.
When customer information is integrated, the relationship is displayed
When integrating customer information, we integrate customers with some conditions.
It would be nice to have a screen where you can check the conditions under which we integrated and how many customers were integrated at once.
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.
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Thank you for this suggestion.
I see that you listed a set of banking processes and requirements but I could not find any specific feature requests or ideas that we could consider for Customer Insights - Data. If I missed something in the translation, please feel free to update and let us know what you are specifically requesting to see in the product to support your business.
Customised optin for mapping
Suggestion to include a customized mapping option for the data type during the mapping process in the source field.
for eg there is no option for an income data type in the mapping field for that reason a customised option can help this type of data to be mapped accordingly
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.