• 31

    Be able to reorder fields in the Unified Customer Profile

    Suggested by Mariana Quagliotti – Rejected  – 3 Comments

    It would be really helpful to be able to choose field`s order that are part of the Unified Customer Profile. This order is significant both for those who see the Customer Profile from the Web App and for those who receive a response from the Teams Bot Why don`t taking advantage of the order that we assigns to the Customer Profile In the last "M" of the Unification process (with the "move up"and "move down" buttons)? . So that it respects this given order not only for the table (entity) but also for the Unified Profile, displayed in the app. Thanks.

  • 29

    Provide additional attributes in "Activity creation" process

    Suggested by Mariana Quagliotti – Rejected  – 1 Comments

    In the process of defining the customer's activities, being able to select one more additional attribute of the activity. (Currently in the "Activity unifiation" stage of the "Create an activity" process, it is only allowed to select one "additional details"). Thanks


  • 27

    View activity details from Timeline section in B2B scenario

    Suggested by Mariana Quagliotti – Rejected  – 1 Comments

    The Timeline section, makes the created activities available there. Each activity definition comes from an Entity that has more detailed information. It would be very useful to access from the Timeline section and be able to obtain a list with more details for each activity. Thanks


  • 27

    Customer Insights Data Format

    Suggested by Jaspreet Saini – Rejected  – 0 Comments

    Need to be able to select format of data in Customer Insights. At the moment numeric values are showing up as decimals.

  • 26

    In B2B, to have the capability to connect the Card-Add In both (simultaneously) to the AccountID and the ContactId to D365 Sales

    Suggested by Mariana Quagliotti – Rejected  – 1 Comments

    To have the capability to use the Card Add-In connecting AccountId from Customer Profile in Customer Insights with AccountId in Dynamics 365 Sales so as to personalize an Account Form in D365 Sales where to use all defined Customer Insights information for Customers (attributes, measures , activities, segments) and simultaneously (in the same environment and with the same target audience) have the ability to use the Card Add-In connecting ContactId from Customer Profile in Customer Insights with ContactId (using "Proyect attribute" functionality) in Dynamics 365 Sales so as to personalize a Contact Form in D365 Sales where to use Customer Insights information (attributes, measures for the related account, activities, segments).

  • 25

    Segment of accounts for use in D365 Sales "Marketing list" targeting accounts (B2B)

    Suggested by Mariana Quagliotti – Rejected  – 1 Comments

    Dynamics 365 Sales has the ability to create a "Marketing list" targeted Accounts (instead of Contacts). For B2B scenarios, we would like to create segments of accounts in Customer Insights to use with D365 Sales marketing list feature targeting accounts.

    Thanks


  • 24

    Consents transfer from CI - Data to CI - Journeys

    Suggested by Paolo Carabillò – Rejected  – 0 Comments

    Good afternoon, I think it could be a good idea to set specific consents, for each contact, on CI - Data, and then transfer these information to the "Consent Center" subarea in CI - Journeys (Real time section). Doing this, it would be possible for us to set consents for contacts only once.


    Thank you,

    Paolo


  • 24

    Power BI Integration

    Suggested by Halen Bothma – Rejected  – 1 Comments

    Hi there, It would be great if we could embed Power BI visuals in Customer Insights. This would provide deeper insight on individual customers and the entire base. Tracking aspects such as sales over time, purchase counts, product varieties etc. is more relatable in visual format for business users as opposed to the current use of cards in the profile. Cheers!

  • 23

    Enable version 4 data use for the Google Analytics (GA) connector

    Suggested by Svetlozar Iovchev – Rejected  – 1 Comments

    Currently, the Google Analytics (GA) connector does not show all the information (or any) from the corresponding GA system if the properties are created with V4. This is happening only if the GA connector is trying to fetch data from the version 4.0 connector on Google’s side. The same works fine with the universal connector (V3) - we can see all the data for the properties.

  • 23

    Create "Segment Insights" (in B2B scenario)

    Suggested by Mariana Quagliotti – Rejected  – 0 Comments

    It is needed the functionality, in B2B scenario, to find out what distinguishes segments form each other or from the rest of our customers (Segment Insight Type: differentiators). It is also needed the capability to overlap segments and visualize shared members between segments. (Segment Insight Type: overlap). Thanks
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