Dynamics 365 Customer Insights - Data

As of now, DLP (Data Loss Prevention) alerts shows "sensitive info types"(SIT) for the files which are either PDF or Office files. It does not show sensitive info types for other files like CSV files , TXT files and so on.

The idea is that irrespective of the file type, there should be sensitive info type available for all alerts. SITs provide insights into the actual data transferred which makes easy to decide whether it is False positive or True Positive.So there should be SIT for each and every DLP alert.

I would like to be able to bulk upload connection data to contacts either for:

• only active contacts, or
• for all contacts with the same email address regardless of their status being inactive or active.

This would speed up drastically the importation of mailing lists and user groups from other sources, enabling greater product/service management. At the moment where a contact has an inactive and active variant it falls over as the "duplicate could not be resolved", and requires a manual intervention.

It doesn't matter which solution works as long as I can add the connection. Once the connection is against the contact record I can choose to add only the active variant to the segment or group.

Manage time zones in segments in Customer Insight Data so that every region of the company can adapt their own segments accordingly.

e.g.

• the US would use GMT-4
• Italy would use GMT+2

Currently there is no filter and and sorting feature on "Form" and "To" fields in "All Email" OOB view results.

Please enable it in product.

Sometimes there are attributes that don't fully fit an activity, but are needed for situations like predictions.

For instance, if you want to make predictions based on SalesOrder activities, you need to have the IsReturn field filled. If you're making SalesOrders based on data that doesn't have an IsReturn field, it would be helpful to say when you're mapping the table that IsReturn should always be false.

Currently, you can only select one path to connect an Activity to a Customer Profile table (ex: If you're building Customer Profiles off of Contacts and Leads, you can only select one way to connect an Activity to a Contact, and one way to connect an Activity to a Lead. )

Since Activities may not directly refer to that Contact/Lead, but might connect to the Opportunity the Contact is tied to, or there might be another field (like the "To" line in an email activity), it'd be helpful to be able to specify multiple pathways where, similar to mapping in the Data Unification, if the first path doesn't yield results, it moves the next path, and so on.

New wave researcher baseline and AI competition.

Please support multivalue lookup columns in Customer Insights - Data segments. Currently there is a restriction:

• Multivalue lookup (PartyList). Some system lookup columns can contain multiple values. For example, the To lookup column of Email rows can contain multiple recipients. Searching multivalue lookup columns isn't supported.

Example:

Query required participants of appointments in a segment. Currently only first contact is delivered in segment for each appointment.

Related support case:

2404250050000272

Currently if the Historical Analytics data does not refresh we have to contact Microsoft support in order to force the refresh. It would be useful if the customer was able to do this themselves. This would save time and resource, and therefore cost, for both the customer and Microsoft.

Recent ticket to evidence the prompt for the idea: 2406060050005196