Dynamics 365 Customer Insights - Data

I am writing to request an improvement related to the integration of segments between CI - Data and Real Time Marketing.

Currently, within CI - Data, there is a connector in the exports section that allows you to export segments to Outbound Marketing, based on the contact entity. However, as far as I have been able to ascertain, this functionality is not available in Real Time Marketing. In this environment, although it is possible to query CI - Data segments from CI - Journeys, this query only allows to impact customer profiles, without including contacts in marketing journeys.

I have reviewed the possibility of connecting CI - Journeys with a CI - Data instance and configuring the Backstamping process, including the GUID of the Dataverse contacts as an additional data source in the CI - Data unification process. This configuration, as I understand it, would allow access to the measures created in CI - Data from the CI - Journeys segment editor and thus directly impact the contacts in the marketing journeys. However, I have not had the opportunity to test this functionality.

In the context of the migration from Outbound Marketing to Real Time Marketing, I request to consider the implementation of functionality that allows to use the segments created in CI - Data to directly impact contacts from CI - Journeys. The objective of this request is to maximize the reuse of existing segments in CI - Data, avoiding the need to convert all of them into additional measures to be able to send Marketing communications to contacts from the segmentations.

Thank you very much in advance.

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

Unable to delete the data source in Customer Insights – Data

It will be great to have this option added.

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

You are creating a Lead Score model that sets a score based on email opens sent by Dynamics 365 Customer Experience.

Currently, if the personal information (contact information) that opened the email has multiple leads tied to it, they will all be scored the same with respect to the lead.

We believe it would be useful to have the ability to set a score for one lead only, depending on the criteria, when there are multiple leads in the personal information, so that a clear score can be measured.

Based on the document Exclude bot interactions - Dynamics 365 Customer Insights from Microsoft, inflated open rates are a known occurrence due to the fact that bot protection does not apply to email opens. As a result, nonhuman traffic can artificially increase open rates, leading to misleading analytics.

I would like assistance in identifying a solution to prevent this issue from occurring in the future

Like in the CIJ side and also other CE apps / Power Platform environments it would be super useful from the security and governance perspective if CID could support Entra ID security groups and not just individual users from Entra ID.

In our case, we want to add an event registration form to our website, which means that people who are not yet in our contact database could register. They would fill out an event registration form, not a marketing form and therefore would not have consent for marketing communication. Without this prior consent, they would be unable to receive any emails, such as the event confirmation email.

Unfortunately, this approach doesn’t meet our current requirements. We need a solution that accommodates non-registered contacts in the system who still need to receive event-related emails.

While I have no issue using a marketing form (since it would include the DOI process), it does not have the event-specific fields, such as session summaries or speaker information. Additionally, I would not be able to integrate the marketing form into the event system, where registrations, check-ins, and other event-related actions are managed.

As it stands, according to the current logic, a new contact must register twice: first with the marketing form, then with the registration form and finally confirm the DOI email.

However, this issue could be resolved if the registration form had the same functionality as a marketing form, triggering the DOI process and sending the automated first DOI confirmation email.

We would appreciate any suggestions on how this process can be streamlined while still meeting the necessary requirements.

If you are creating a measure that shows the latest order based on several different tables ingested from several different systems, it is easy to create the latest order per customer per ingested table, but combining the latest order over several different tables, or just measures, is not possible. Either it has to be done by first putting these into activities and then doing "latest" on the activities, or running the calculations outside of CI-D, with for instance, Fabric.

Currently the ListAllSegments operations include almost everything about segment metadata, but it does not include the 'SegmentType' which indicates the segment is 'Static' or 'Dynamic'. Having this attribute as part of the same API can help any consumer system.