Dynamics 365 Customer Insights - Data

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.

Adding the insight data into advanced find so we are able to analyse customer insight quickly

Unable to delete the data source in Customer Insights – Data

It will be great to have this option added.

北京代做招商银行工资流水＆微{Q}181286291＆存款证明，其包括中国工商银行、中国建设银行、中国银行、中国农业银行、兴业银行，民生银行、交通银行、浦发银行，农商银行等等＝＝

有效流水又大约分为以下三种类型：

一、工资流水

工资流水时属于银行完全认可的个人收入证明，它是扣除了社保、公积金后的收入，体现了本人工作的稳定性和保障性。

二、转账流水

通过网络或网银转账的交易记录，如果有固定时间，固定金额的转入，则属于银行认可不部分，其他人转账的则不纳入收入考察范围。

三、自存流水

通过现金或者本人他行银行卡转账存入的流水，属于部分有效流水。

而一般来说，我们在办理贷款的时候，是需要提交3-6个月的个人银行流水作为参考。因为流水能直观地看到一个人的收入和消费，从而可以让金融机构计算出个人的收入和支出，证明还款能力。通过现有的数据来判定能借出最高的贷款金额，并且还多少才不影响一个人或者一个家庭的正常生活。

下面由详细讲下什么样的银行流水才算有效呢?希望对需要办理的朋友有帮助!

  具体分为以下五点：

一.24小时内不存不取的储蓄部分;

二.连续3个月或6个月有金额存入，余额不为零;

三.存入时间和金额固定;

四.多存少取，存入1万取5000，反之则为无效，支出大于收入;

五.如果工资走现金形式，银行流水无法在转入方体现工资收入，请在固定时间存入固定的金额，这样也能体现有效的收入。

银行流水分类

    一般银行流水的进项主要表现方式为，进项表现贷款，出项表现于借方，有卡存，现存，转入，工资，续存等方式。银行流水账单有好有坏，好的流水账单一般就是与支出和收入相对应，能够覆盖贷款月供的日均余额。

银行存款证明 

    存款证明业务是指银行为存款人出具证明，证明存款人在前某个时点的存款余额或某个时期的存款发生额,和证明存款人在银行有在以后某个时点前不可动用的存款余额。个人存款证明是客户因出国留学、探亲、旅游、移民定居、经商或其他目的需要开具的资信证明。

本公司代做银行流水账单中行业中积累了多年经历，以质量，诚信为本。在客户和同行之中建立了良好的口碑，好评。代做银行流水账单是由专业会计师，银行退休人士组成的20多人的专业团队。

HI Team,

We created a custom marketing form and we have some tables without it like lookup and option set. we need a feature where user can change option for language choose that will help with respective to user experience.

Regards,