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ReportHello,
is it anyhow possible to set the default time range for Customer Insights data on the contact form for 6 months?:
Thanks and kind regards, Carolin
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Hello,
is it anyhow possible to set the default time range for Customer Insights data on the contact form for 6 months?:
Thanks and kind regards, Carolin
Hello Carolin,
We offer a couple of widgets that show CI data in Dynamics this Dynamics solution appsource.microsoft.com/.../mscrm.dynamics_365_customer_insights_customer_card_addin. These widgets are referred to as "controls" in Dynamics.
Unfortunately, the controls that we offer do not support filtering by a time interval. They are similar to the widgets shown on the CI website, you can view:
fields from the customer entity
segments of a customer
measure/enrichment/intelligence entity values for a customer
a timeline of UnifiedActivity related to the customer
You can submit a product suggestion here to our DEV team however to see if this could potentially be a feature to add in a future release: https://crmideas.dynamics.com/ideas/
Thanks,
Tyson
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