Breaking news from around the world
Get the Bing + MSN extension
Learn more about Customer Insights
Whether you want hands-on experience in a trial environment or a live demo by a solution expert, we’re ready to help you explore and evaluate Dynamics 365 Customer Insights. | Get Started
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
Thanks for your help!
Hi -- great questions and thank you for the feedback.
Please see below comments:
Thanks for the reply!
Re: #2 - if you go to relationships before you do the map, match, merge process - it has a dialog you can't escape requiring you to do the unification process. I can't see how to get around that??
Re: #3 - it's more about having control over the CI home page. Is there any intention to let people configure what they see on that page?
Re: #2: Can you please share with us the environment details & a screenshot of the experience at firstname.lastname@example.org, so that we can take a look to see what may be happening here.
Re: #3: Can you please request this as a new idea here.
Thanks again for all the feedback.
Re: #2 - it looks like you can create relationships before doing the unification. However if you've already started it you can't.
Which leads to a next issue. I've now successfully created a relationship prior to unification - however i can't use measures, segments or the customer card until i do the unification process - so it doesn't actually help!
Re: #3 - idea logged :).
Re: #2 - Today all of these pivot around the Customer entity which gets automatically generated once unification is complete, hence measures, segments etc are blocked until you complete unification.
Hi there. I am new here. Interesting questions. Thanks for the information.
Business Applications communities