Dynamics 365 Customer Insights - Data

Manage time zones in segments in Customer Insight Data so that every region of the company can adapt their own segments accordingly.

e.g.

• the US would use GMT-4
• Italy would use GMT+2

Currently there is no filter and and sorting feature on "Form" and "To" fields in "All Email" OOB view results.

Please enable it in product.

Sometimes there are attributes that don't fully fit an activity, but are needed for situations like predictions.

For instance, if you want to make predictions based on SalesOrder activities, you need to have the IsReturn field filled. If you're making SalesOrders based on data that doesn't have an IsReturn field, it would be helpful to say when you're mapping the table that IsReturn should always be false.

Currently, you can only select one path to connect an Activity to a Customer Profile table (ex: If you're building Customer Profiles off of Contacts and Leads, you can only select one way to connect an Activity to a Contact, and one way to connect an Activity to a Lead. )

Since Activities may not directly refer to that Contact/Lead, but might connect to the Opportunity the Contact is tied to, or there might be another field (like the "To" line in an email activity), it'd be helpful to be able to specify multiple pathways where, similar to mapping in the Data Unification, if the first path doesn't yield results, it moves the next path, and so on.

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Hi,

I am from a D365fno background, here normally all tables or entities support a single field as a primary key ,in the D365 fno example SalesLine table the primary key is (SalesId and line number fields). Is there any possibility achieve this? or do we need to expect this feature in next release?

We've encountered the necessity to transfer segments between environments (Production/QA). Given the significant volume of segments, along with their complexity, the task of moving/copying segments between environments can become quite tedious.

Exporting segment definitions to a text format and subsequently importing these definitions into a different environment could potentially alleviate the challenges associated with such tasks.

Develop a method to copy segments between different environments, such as from production to QA and vice versa.

Presently, achieving this requires going through each segment individually. In some instances, there might be a large number of segments or complex segments, which complicate this process.

Enabling a means to move segments within environments would be greatly beneficial.

Currently there is a bug in the insights tab - when I select a data range it only impacts the data in the tiles at the top. It doesn't impact the Top 10 Links table. This is confusing since the same stat in 2 different places in the same report can show different numbers.

When I sent this to support, I was informed this is "ex expected" aka by design. In which case the design needs to be modified since the current behavior is confusing and can lead to incorrect data interpretations.

This ticket is for Dynamics 365 | CRM.

When using advanced find on marketing lists, the results default to customer name and business phone. The ability to adjust result columns to expand beyond those categories would be useful for our processes.

Results within the traditional menu of Advanced Find can display name, email, organization, etc, but the results of queries created on marketing lists are rather limited.