Dynamics 365 Customer Insights - Data

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

It'd be nice to use PowerBI as a data source which would allow users to use their calculated columns and measures within the unified customer profiles.

This would be very powerful in enhancing the personalization capabilities of Customer Insights - Data

Hello,

please support templates for customer journeys and segments how we have it also in Outbound Marketing.

Thanks,

Karin

Hi,

I am from a D365fno background, here normally all tables or entities support a single field as a primary key ,in the D365 fno example SalesLine table the primary key is (SalesId and line number fields). Is there any possibility achieve this? or do we need to expect this feature in next release?

We've encountered the necessity to transfer segments between environments (Production/QA). Given the significant volume of segments, along with their complexity, the task of moving/copying segments between environments can become quite tedious.

Exporting segment definitions to a text format and subsequently importing these definitions into a different environment could potentially alleviate the challenges associated with such tasks.