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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
STATUS DETAILS
New

Comments

M

Thank you for this feedback.
It's correct that the card-add in is limited to measures of type customer attributes. This attribute type is only available in instances for individual customers (B-to-C) by design.

We will find a way to expose measures so they are usable within Dynamics 365 apps in the future.

For reference documentation:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/measures?tabs=b2b

Category: Outbound Connectors & Extensibility