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Recently, there was a new featured launched into Dynamics 365 Customer Insights to build reports within Customer Insights using the interactive custom report builder (Power BI embedded). With this enhancement, we’ll be able to combine availabl...
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The Attachment Management Add-in is out there on the AppSource for quite some time, I recently enabled it for an internal Dynamics 365 implementation where the native SharePoint integration couldn’t be used due to the multiple tenant authenticati...
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In my previous posts, I mentioned about how we can leverage Customer Insights build unique customer profiles, create measures / KPI and display the demographics in Dynamics 365 Apps using customer card add-in. To continue this series of posts ...
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Welcome to my blog posts, an attempt to share about my Dynamics 365 experience and learning. Please feel free to visit regularly and provide your feedback. Thank You
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A personalized or targeted customer experience can make an enormous of difference in the way customer think and react about your brand or product. Hence, reaching out to customers in a personalized manner to get some feedback on your product and s...
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Previously (Part 1), we talked about how we could include that piped data in our survey by adding those options as we are designing the questions. Now it’s time to distribute that survey and consume that piped data we defined earlier, we’ll declar...
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I recently had an opportunity to work on Dynamics 365 Customer Insights for a retail client who was envisioning to consolidate their customer’s information to achieve a true customer 360-degree view. The main objective was to remove the silos ...
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Previously (Part 1), we learned about how we could ingest the data from various sources with the help of different Dynamics Power Query Connectors. Now, let’s talk about how we could use this data to perform unification in Customer Insights an...
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