Dynamics 365 Customer Insights - Data

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.

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.

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.

Create an Out of the box entity ( to store all the activities performed within CI like user addition, refresh success/failures, user activities etc ) in Customer Insights ( B2C and B2B ) instances soon after ingesting first data source. which will hep us to build a report based on the system entity to track CI system activities.

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

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".

We need a dependency viewer which can show, for any given attribute in any given any entity, if that attribute is used in segments, measures, relationships, activities, etc.

This will help users to change the schema of the data sources, by allowing them to first assess the impact of such change. It would also allow users to plan for such change so that it is made only after all dependencies are resolved properly

Note: A dependency viewer which only shows dependencies at entity level would not satisfy this requirement.

I'd like for more icons to be made available to specify activities

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.