• 33

    Deleting Commercial Topics

    Suggested by Valentin Klebebert – Needs Votes  – 7 Comments

    It is not currently possible to delete topics in commercial consents from compliance profiles. 

    However, as the purpose of topics is to target marketing emails, they are sometimes temporary. 

    Therefore, the ability to delete them would improve the user experience and reduce confusion through leaner tables.


  • 25

    Make available for B2B, the "Customer Insights Measures" Control in Customer Insights Card-Add in for Dynamics

    Suggested by Mariana Quagliotti – Needs Votes  – 1 Comments

    Currently the use of this control is not enabled for B2B and therefore the measures created in Customer Insights are not allowed to be viewed in a D365 Sales custom Form. Enabling this is essential, since the information on the Form for the client is incomplete. Thanks

  • 21

    Export segment to D365 mapping with Account

    Suggested by Truong Ngoc Truc Binh – Needs Votes  – 0 Comments

    At the moment, D365 Customer Insight only export to D365 Marketing or D365 Sales and mapping with Contact ID. Please add a new function to export the segments and mapping with Account ID. Thanks!

  • 20

    Send refresh failure notifications for System processes run on refresh schedule

    Suggested by Mariana Quagliotti – Needs Votes  – 0 Comments

    Currently, we can define alerts on "managed by us" data sources on their own schedules.


    It would be necessary and very useful to have the possibility of establishing alerts (notifications) for warnings (failures or omitted) in the executions of the system processes.


    Today, we have set a daily time for system processes to run, but we need to check daily whether any individual processes and their dependent processes have failed, been skipped, or not.


  • 18

    Feature to customize the output format and the number of data divisions when exporting data to Azure Blob Storage

    Suggested by Wakako Watanabe – Needs Votes  – 0 Comments

    Currently, when you export data from Customer Insights to Azure Blob Storage, the data is automatically divide into four and stored in Azure Blob Storage in CSV format. Customer thinks that the file format and the number of data divisions can be customized for more efficient operation.

  • 15

    Email alert if the status changed

    Suggested by Sonic Cheung – Needs Votes  – 1 Comments

    The Data Source and the Data Preparation could be took very long time/few hours or 10+ hours for each refreshing, if we are doing production and tracking operation, it is better to have the below feature:

    1. the predication/the estimation completed time
    2. the alert: email or SMS to notice once status changed
    3. with more details on error, and shortcut to share the error to Microsoft CRM support team


    NOW, required customer keep check and monitor at the frontend manually and then report to the Microsoft support team, it wasted many time and many resources between.


  • 15

    Ingestion log views

    Suggested by Justin Adan – Needs Votes  – 3 Comments

    It would be great to be able to access the ingestion logs and be able to see exactly where or what the failures / errors on the ingestion are

  • 15

    pre prod enviornment

    Suggested by Tal Goldman Abrahmov – Needs Votes  – 1 Comments

    schedule a Copy production instance to sandbox on a scheduled date

  • 13

    Need ways to administer instance of Customer Insights

    Suggested by Matthew Wittemann – Needs Votes  – 1 Comments

    It would be helpful for an admin to be able to: - reset an instance of Customer Insights to start over - back up and restore to point-in-time an instance's configurations (data sources, rules, measures, etc) - remove data sources with one click without having to manually undo all the "unify" steps


  • 12

    SDK Support for FileAttributeMetadata in RetrieveAllEntitiesResponse

    Suggested by Patrick Richey – Needs Votes  – 1 Comments

    With the recent release of the File data type in D365, it would make sense to be able to include fields of that type in the collection returned with RetrieveAllEntitiesResponse. Currently this response returns metadata for all field types except for the new File type, so based on the response object, it's as though no fields of that type exist in D365. The missing class is documented here: https://docs.microsoft.com/en-us/dotnet/api/microsoft.xrm.sdk.metadata.fileattributemetadata?view=dynamics-general-ce-9 The documentation states that this metadata class is already a part of the SDK, but support for returning FileAttributeMetadata in the RetrieveAllEntitiesResponse does not exist.
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