Dynamics 365 Customer Insights - Data

The ability to use all fields individually from the customer profile in the D365 CRM form for contacts and/or accounts, enables for a more precise information placement for the business user.

Example1: I as the sales user, have been tasked with calling my customer "ACompany". Since my last meeting with them they have changed their address. This Information is already present in another system (SAP-ERP), i would like the address fields to be present in the first page of the account. But the service level details should be on a different tab.

Example2: I, as the service user, have been tasked with calling my customer "ACompany". Since my last call with the ACompany, they have created multiple service cases with my company so i want to if they require a new support contract.

Right now, it is possible to show all measures in one feature, but we cannot draw a specific measure to its own postion on the form. Also I don't need the measures related to sales/marketing

Hi we noticed an issue when 2 contacts are merged not all information is visible on the surviving contact in Contact Insights.

After a ticket with Microsoft they informed us that this is currently not supported.

When 2 contacts are merged only interactions of the primary contact will be visible in contact insights. It is a limitation since the insights do not get merged, all the insights are uniquely stored in marketing for a contact, and about the deactivated contact, when he is deactivated status in the insights are kept, they do not transfer to the main contact.

We would like this to fix this product limitation

We have encountered issues with multiple records having the same email address on the account entity.

As per this FAQ: https://learn.microsoft.com/en-us/dynamics365/outlook-app/user/faq-email-tracking#5-multiple-row-types-exist-in-dynamics-365-with-the-same-email-addresses

An Account entity has 3 email address fields.

Current behaviour: Outbound emails only use Email Address 1.

Requested Change: We would like to be able to select which email address to use when sending an email.

In addition, we would like the behaviour of the email matching system to use the same email address in the email TO and CC fields. If an email arrives that includes email address 3 on an Account, a reply or reply all should only ever go to email address 3 and not email address 1.

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Please reinstate twitter social posts on the next release

The segments UI doesn't allow to refer to dynamic dates in the future, only fixed dates. We need the ability to create segments where RenewalDate is between 7 to 12 weeks in the future. Currently the only dynamic date selection feature is "within last X Days/Weeks/Months', i.e. only works dynamically for dates in the past.

We need the ability to filter by "in less than X days" and "in more than X days".

Currently, all CI instances segment data refresh at UTC +0, which makes it inconvenient to work with date time fields which are part of the segment critieria. Hence, it will be great if all instances can refresh at their own local time Midnight, so less pre-work will be required to deal with these date time fields. Thanks!

The idea is to have the possibility, as an administrator, to modify the label of the beginning of a BPF (Active for, Completed in...)

We have given up. Its just to hard to get started and run a trial. We just wanted to ingest some of our data and see what its capable of, but have given up. So many hoops to jump through, hidden fees to move data etc etc

The tables ending in "-analytics" are generated by one or more Insights applications as Customer Service, or Field Service... This tables consumes Dataverse storage and sometimes to remove them is needed following a complex process removing Microsoft solutions from the instance.

As idea i think that should be better have a central dashboard to can turn of or on the features, and if the features are off it remove the -analytics tables.