Dynamics 365 Customer Insights - Data

Based on the document Exclude bot interactions - Dynamics 365 Customer Insights from Microsoft, inflated open rates are a known occurrence due to the fact that bot protection does not apply to email opens. As a result, nonhuman traffic can artificially increase open rates, leading to misleading analytics.

I would like assistance in identifying a solution to prevent this issue from occurring in the future

It would be very good if there was a built in report showing the last x full system refreshes and how long these processes take. It is possible to build this yourself with the diagnostics data but it will not contain the dependencies as described in this excellent article by Fast Track SA Ashwini Puranik: https://community.dynamics.com/blogs/post/?postid=84fbbaaf-262b-f011-8c4e-7c1e5218b899

If you are creating a measure that shows the latest order based on several different tables ingested from several different systems, it is easy to create the latest order per customer per ingested table, but combining the latest order over several different tables, or just measures, is not possible. Either it has to be done by first putting these into activities and then doing "latest" on the activities, or running the calculations outside of CI-D, with for instance, Fabric.

Description:

Currently, in Customer Insights - Data, there is no consolidated view to check which segments are being exported. Users have to manually click through each export individually to verify the included segments, which is inefficient—especially for organizations managing a large number of exports.

Problem statement:

• No centralized view to see which segments are included in exports.
• Users must manually check each export, which is time-consuming and impractical when managing multiple exports (e.g., 100+).
• Lack of visibility makes it difficult to track and manage segment exports efficiently.

Proposed solution:

Introduce a unified export overview where users can:

1. See a list of all exports along with the segments they include.
2. Filter or search by segment names to quickly find relevant exports.
3. Optionally, export this overview for reporting and tracking purposes.

Problem: Marketers do not know the actual audience size for segments since segments cannot deduplicate contacts.

Solution: Segments should have a manual option to deduplicate contacts based on the existing duplicate detection rules applied in the system OR at minimum, email address.

Currently the ListAllSegments operations include almost everything about segment metadata, but it does not include the 'SegmentType' which indicates the segment is 'Static' or 'Dynamic'. Having this attribute as part of the same API can help any consumer system.

In our case, we want to add an event registration form to our website, which means that people who are not yet in our contact database could register. They would fill out an event registration form, not a marketing form and therefore would not have consent for marketing communication. Without this prior consent, they would be unable to receive any emails, such as the event confirmation email.

Unfortunately, this approach doesn’t meet our current requirements. We need a solution that accommodates non-registered contacts in the system who still need to receive event-related emails.

While I have no issue using a marketing form (since it would include the DOI process), it does not have the event-specific fields, such as session summaries or speaker information. Additionally, I would not be able to integrate the marketing form into the event system, where registrations, check-ins, and other event-related actions are managed.

As it stands, according to the current logic, a new contact must register twice: first with the marketing form, then with the registration form and finally confirm the DOI email.

However, this issue could be resolved if the registration form had the same functionality as a marketing form, triggering the DOI process and sending the automated first DOI confirmation email.

We would appreciate any suggestions on how this process can be streamlined while still meeting the necessary requirements.

We are facaing varous customoers who favour the "Bring Your Own Storage" (BYOS) option to set up CID as it aligns with ther overall data stratgie, infrastrucature considerations and data governance. However currently the feature for automatic linking is not supported. 

As a consequence he following functionalities are unavailable:

Using Customer Insights Data (CID) Segments in Customer Insights Journeys (CIJ)

Using CID Measures in CIJ for personalisation in emails or in segments

Displaying CID Data on Dynamics 365 entities such as Contacts, Accounts, Leads, etc.

Since these features are among, if not the most essential, for leveraging CID in combination with CIJ, the need for tighter integration is clear.

Hence, the idea would be to make the automatic linking functionalities possible with a BYOS setup. 

Schedule Appointment via D365 to have the attendees availibility like how we have it on outlook

When we are sending emails to a CI-D segment (with Customer Profiles) and some of those emails are added in Suppression list because of Feedback loop, we need to get full list (or segment) of all Customer Profile emails added in the Suppression List.