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...
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.
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.
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.
Thank you very much for this idea! we would love to consider it. Optimally we want to wait for more votes to be made in favor of the idea and we will ongoingly check for that. Once more votes were added and we review the idea as part of our planning we will make sure to update.
Yours,
The Dynamics 365 Customer Insights team.
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...
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.
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...
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.
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...
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.
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...
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.
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...
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.
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.
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.
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.
Administrator
Thanks for your suggestion.
This suggestions has a number of up votes, but its unclear what the value would be as the display of fields should not (typically) be tied to field order in the DB table itself.
Ordering columns based on the order in Merge is possible, but then would require columns order is changed when the merge field order changes.
If anyone can provide a scenario of where the display of fields cannot be managed in the presenation layer and how ordering columns would help, that would aid us in prioritizing this request.
Thanks,