Dynamics 365 Customer Insights - Data

providing Sort option in Data Source section on Status field will help us sort on the status so that we can easily see the status wise updates. as of now we do not have sort option for any of the fields in data source section and in System section.

please add a way to export audit summary data and report on it. either excel or power bi connector. right now we have to click into each audit record to find a specific deletion

Currently, columns of type Choice ingested from Dataverse into Customer Insights Data display numeric values instead of readable labels. It would be very helpful to support ingesting Choice columns with their human-readable labels and values for better usability.

Today, there is no satisfactory solution for a datascientist to extract text from old word files ( binary doc and not docx ).

This is a big problem. We have millions of documents in this format, and it's very difficult to extract text from them.

- the word API only works under windows

- Openoffice doesn't handle parallelism very well.

- Antiword supports very few formats.

- Tikka is a java implementation that works well but remains limited. 

However, the Doc binary format specification has been published:

https://learn.microsoft.com/en-us/openspecs/office_file_formats/ms-doc/ccd7b486-7881-484c-a137-51170af7cc22

The funny thing is that even tools like Microsoft/MarkitDown don't support the doc format. You have to use openoffice. 

What we want is a command-line program, written in a compiled language (C++ / Rust), to extract a text file from a doc format. 

extract-doc file.doc > file.txt 

The format specification has been published in open access: 

https://learn.microsoft.com/en-us/openspecs/office_file_formats/ms-doc/ccd7b486-7881-484c-a137-51170af7cc22

If you can't do it, we can do it ourselves in a collaboration with Microsoft. But It has to be done. This is an essential need in the age of LLMs.

AI Clippy. The paperclip help dude from early 2000’s, bring him back!

It would be very good if there was a built in report showing the last x full system refreshes and how long these processes take. It is possible to build this yourself with the diagnostics data but it will not contain the dependencies as described in this excellent article by Fast Track SA Ashwini Puranik: https://community.dynamics.com/blogs/post/?postid=84fbbaaf-262b-f011-8c4e-7c1e5218b899

Description:

Currently, in Customer Insights - Data, there is no consolidated view to check which segments are being exported. Users have to manually click through each export individually to verify the included segments, which is inefficient—especially for organizations managing a large number of exports.

Problem statement:

• No centralized view to see which segments are included in exports.
• Users must manually check each export, which is time-consuming and impractical when managing multiple exports (e.g., 100+).
• Lack of visibility makes it difficult to track and manage segment exports efficiently.

Proposed solution:

Introduce a unified export overview where users can:

1. See a list of all exports along with the segments they include.
2. Filter or search by segment names to quickly find relevant exports.
3. Optionally, export this overview for reporting and tracking purposes.

Problem: Marketers do not know the actual audience size for segments since segments cannot deduplicate contacts.

Solution: Segments should have a manual option to deduplicate contacts based on the existing duplicate detection rules applied in the system OR at minimum, email address.

We are facaing varous customoers who favour the "Bring Your Own Storage" (BYOS) option to set up CID as it aligns with ther overall data stratgie, infrastrucature considerations and data governance. However currently the feature for automatic linking is not supported. 

As a consequence he following functionalities are unavailable:

Using Customer Insights Data (CID) Segments in Customer Insights Journeys (CIJ)

Using CID Measures in CIJ for personalisation in emails or in segments

Displaying CID Data on Dynamics 365 entities such as Contacts, Accounts, Leads, etc.

Since these features are among, if not the most essential, for leveraging CID in combination with CIJ, the need for tighter integration is clear.

Hence, the idea would be to make the automatic linking functionalities possible with a BYOS setup. 

Schedule Appointment via D365 to have the attendees availibility like how we have it on outlook