Oli Ward

Oli Ward

Joined: 10/2/2018

  • Export Segments to Dynamics 365 Marketing Segments

    Thu, 04 Jul 2019 10:21:44 GMT – Dynamics 365 Customer Insights - Data – Completed 

    Export of Segment to Dynamics 365 currently exports content of Customer Insights segment to a 'Marketing List' . Would be preferable if this integrated with Dynamics 365 Marketing and pushed into a 'Dynamics 365 Marketing Segment' to be used with Marketing Customer Journeys

  • More intuitive Measure Definition

    Thu, 04 Jul 2019 10:25:07 GMT – Dynamics 365 Customer Insights - Data – Needs Votes 

    Defining measures is not straight forward. - The page should be more self-explanatory - Currently unable to do a COUNT or UNION across tables to define a measure? - Cannot seem to filter on tables to define measure (e.g. SUM or COUNT price of purchases in last 12months) Worked examples in documentation would be useful.

  • Make Segments available via Connectors

    Thu, 04 Jul 2019 10:27:56 GMT – Dynamics 365 Customer Insights - Data – Completed 

    Segments are currently only accessible via PowerBI Connector (BETA) (not Flow, PowerApps or API?). Segments provide an excellent opportunity for personalisation (e.g. Content of Web Page or through generation of a recommendation for customer). - Open Flow and PowerApps connectors to be able to retrieve: - Segments - Members of Segments - Segments that a Customer is a member of

  • Improved Documentation on Enrichment

    Thu, 04 Jul 2019 10:32:20 GMT – Dynamics 365 Customer Insights - Data – Needs Votes 

    Improved documentation on Enrichment capabilities. Ability to gain insight with enrichment on Segments and Customers (e.g. Brands and Categories by Segment or by Customer Profile)