Dynamics 365 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.

Develop a method to copy segments between different environments, such as from production to QA and vice versa.

Presently, achieving this requires going through each segment individually. In some instances, there might be a large number of segments or complex segments, which complicate this process.

Enabling a means to move segments within environments would be greatly beneficial.

We are using Synapse Link to move Dataverse data towards Data Lake and there to Azure SQL Server.

Now the marketing team would like us to move email events created from Customer Insights (Real-time marketing & Outbound) with the same way.

How are we able to accomplish this? I can´t seem to be able to see the tables I need when I try adding them in Azure Synapse Link (make.powerapps.com).

Thanks

Currently there is a bug in the insights tab - when I select a data range it only impacts the data in the tiles at the top. It doesn't impact the Top 10 Links table. This is confusing since the same stat in 2 different places in the same report can show different numbers.

When I sent this to support, I was informed this is "ex expected" aka by design. In which case the design needs to be modified since the current behavior is confusing and can lead to incorrect data interpretations.

This ticket is for Dynamics 365 | CRM.

When using advanced find on marketing lists, the results default to customer name and business phone. The ability to adjust result columns to expand beyond those categories would be useful for our processes.

Results within the traditional menu of Advanced Find can display name, email, organization, etc, but the results of queries created on marketing lists are rather limited.

Create Power Query connectors for the standard Social Media platforms so that clients don't have to build them custom or purchase third party tools. These are very common and should be available out of the box:

• Facebook/Facebook Ads
• Instagram/Instagram Ads
• TikTok/TikTok Ads
• Twitter

we face issues with the functionality of publish options for forms.

We would like to use the variant "Embed Form". Currently the generated JavaScript code does not consider any CSS classes and styles in Real time markeitng email.

So we expect the Java Script generator to provide more details such as header, fonts, footer details so that it will reduce the manual option to entering the code for rest of the features and options always.

When we copy the Wrapper that is described here: https://learn.microsoft.com/en-us/power-pages/configure/web-api-http-requests-handle-errors#example-wrapper-ajax-function-for-the-csrf-token in the power pages we get error, the documentation lacks information about header.

Editing the header fixed the issue however, so we request to update the documentation with complete steps which will help other users who are referring to the article.