Rename a Datasource


Sometimes a Datasource is created with a certain number of Entities and the Datasource is named based on it. Subsequent additions of new entities require a modification to the name of the DataSource for its correct identification in the model. It would be very useful to be able to rename a data...

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Category: Data Ingestion (7)

STATUS DETAILS
New

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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Category: Customer Profile (4)

STATUS DETAILS
New

B2B - Additional attributes in "Activity creation" process


B2B (primary target audience) In the process of defining the customer's activities, being able to select one more additional attribute of the activity. (Currently in the "Activity unifiation" stage of the "Create an activity" process, it is only allowed to select one "additional details"). Thanks

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Category: Activities (6)

STATUS DETAILS
New

To include (into "Activity Timeline" B2B) not only account activity, but also activities for contacts associated with that account.


B2B (primary target audience) The ability to relate "contacts" to the unified customer profile for the account (B2B) where the contacts belongs to, was recently added. It would be essential to be able to add to the customer's "activity timeline", not only activities defined at the account level...

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Category: Activities (6)

STATUS DETAILS
New

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 (4)

STATUS DETAILS
New

View activity details from Timeline section in B2B scenario


The Timeline section, makes the created activities available there. Each activity definition comes from an Entity that has more detailed information. In B2B scenario, It would be very useful to access from the Timeline section and be able to obtain a list with more details for each activity. ...

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Category: Activities (6)

STATUS DETAILS
New

Export Segments using AccountID (B2B scenarios) to "Dynamics 365 Sales - Marketing List targeted at Account"


Taking into account that in Dynamics 365 Sales we have the ability to create a "Marketing List" targeted at: Account (instead of to Contacts). It is necessary (for B2B scenarios) to can bring Segments from Customer Insights to this "Marketing List targeted at account". We need the possibility t...

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Category: Outbound Connectors & Extensibility (7)

STATUS DETAILS
New

In B2B, to have the capability to connect the Card-Add In both (simultaneously) to the AccountID and the ContactId to D365 Sales


To have the capability to use the Card Add-In connecting AccountId from Customer Profile in Customer Insights with AccountId in Dynamics 365 Sales so as to personalize an Account Form in D365 Sales where to use all defined Customer Insights information for Customers (attributes, measures , activi...

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Category: Outbound Connectors & Extensibility (7)

STATUS DETAILS
New

Enable the use of ML to improve business metrics segment suggestions in B2B scenario


Enable the use of ML to improve business metrics segment suggestions in B2B scenario Currently the functionality is only available for B2C scenarios

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Category: Intelligence & AI Models (1)

STATUS DETAILS
New

Make available for B2B, the "Customer Insights Measures" Control in Customer Insights Card-Add in for Dynamics


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

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1 Comments

Category: Outbound Connectors & Extensibility (7)

STATUS DETAILS
New