Public Profile

Be able to reorder fields in the Unified Customer Profile

Fri, 12 Nov 2021 19:47:34 GMT – Dynamics 365 Customer Insights - Data – Rejected

It would be really helpful to be able to choose field`s order that are part of the Unified Customer Profile. This order is significant both for those who see the Customer Profile from the Web App and for those who receive a response from the Teams Bot Why don`t taking advantage of the order that we assigns to the Customer Profile In the last "M" of the Unification process (with the "move up"and "move down" buttons)? . So that it respects this given order not only for the table (entity) but also for the Unified Profile, displayed in the app. Thanks.

Provide additional attributes in "Activity creation" process

Fri, 12 Nov 2021 20:12:52 GMT – Dynamics 365 Customer Insights - Data – Rejected

In the process of defining the customer's activities, being able to select one more additional attribute of the activity. (Currently in the "Activity unifiation" stage of the "Create an activity" process, it is only allowed to select one "additional details"). Thanks

To include (into "Activity Timeline" B2B) not only account activity, but also activities for contacts associated with that account.

Fri, 12 Nov 2021 20:57:15 GMT – Dynamics 365 Customer Insights - Data – Completed

B2B (primary target audience) The ability to relate "contacts" to the unified customer profile for the account (B2B) where the contacts belongs to, was recently added. It would be essential to be able to add to the customer's "activity timeline", not only activities defined at the account level, but also activities defined for the contacts that belong to that account. e.g: being able to see complaints received from any of the customer's contacts into the activitiy timeline of the customer account. Thanks

Create "Segment Insights" (in B2B scenario)

Fri, 12 Nov 2021 22:06:56 GMT – Dynamics 365 Customer Insights - Data – Rejected

It is needed the functionality, in B2B scenario, to find out what distinguishes segments form each other or from the rest of our customers (Segment Insight Type: differentiators). It is also needed the capability to overlap segments and visualize shared members between segments. (Segment Insight Type: overlap). Thanks

View activity details from Timeline section in B2B scenario

Tue, 30 Nov 2021 13:16:01 GMT – Dynamics 365 Customer Insights - Data – Rejected

The Timeline section, makes the created activities available there. Each activity definition comes from an Entity that has more detailed information. It would be very useful to access from the Timeline section and be able to obtain a list with more details for each activity. Thanks

Segment of accounts for use in D365 Sales "Marketing list" targeting accounts (B2B)

Tue, 30 Nov 2021 15:07:15 GMT – Dynamics 365 Customer Insights - Data – Rejected

Dynamics 365 Sales has the ability to create a "Marketing list" targeted Accounts (instead of Contacts). For B2B scenarios, we would like to create segments of accounts in Customer Insights to use with D365 Sales marketing list feature targeting accounts.

Thanks

In B2B, to have the capability to connect the Card-Add In both (simultaneously) to the AccountID and the ContactId to D365 Sales

Tue, 30 Nov 2021 23:24:35 GMT – Dynamics 365 Customer Insights - Data – Rejected

To have the capability to use the Card Add-In connecting AccountId from Customer Profile in Customer Insights with AccountId in Dynamics 365 Sales so as to personalize an Account Form in D365 Sales where to use all defined Customer Insights information for Customers (attributes, measures , activities, segments) and simultaneously (in the same environment and with the same target audience) have the ability to use the Card Add-In connecting ContactId from Customer Profile in Customer Insights with ContactId (using "Proyect attribute" functionality) in Dynamics 365 Sales so as to personalize a Contact Form in D365 Sales where to use Customer Insights information (attributes, measures for the related account, activities, segments).

Provide predictive models that work on account data (B2B)

Tue, 30 Nov 2021 23:42:27 GMT – Dynamics 365 Customer Insights - Data – Planned

Enable the use of ML to improve business metrics segment suggestions in B2B scenario Currently the functionality is only available for B2C scenarios

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

Tue, 30 Nov 2021 23:54:55 GMT – Dynamics 365 Customer Insights - Data – Needs Votes

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

See Measures in the Customer Profile Cards

Fri, 22 Jul 2022 18:14:46 GMT – Dynamics 365 Customer Insights - Data – Needs Votes

Hi,

We should be able to see Measures in the Customer Profile Cards (so as It happens in Individual Consumers)

In Business Account, It´s only possible to visualize Attributes and Activity Timeline section but not Measures.

Thanks

Mariana Quagliotti Business Intelligence Consultant - Public Accountant