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Hello cummunity,
Out customer have purchased D365 Customer Insights license, but we are unsure how to setup environment.
- We know how to start trial, but cannot find any information about how to setup environment with non-trial license.
- When we access the following URL, we can see a pop-up window open, but only [Start Trial] button appears.
home.ci.ai.dynamics.com/.../home
Any information would be appreciated.
Step 4
To make sure you have successfully signed up for the service, sign in to your Office 365 admin portal with the tenant admin credentials. Under services, you will see an active subscription for Dynamics 365 Customer Insights. Once you confirm this, you are ready to proceed with the environment setup.
Step 5a
Make sure you complete the previous step before you click here to start setting up your Customer Insights environment. Note that you need to be a global admin of your tenant to provision your production and sandbox environment.
Step 5b
Once you press Continue, you are presented with the option to create your environment. Here you can specify a display name for the environment, choose the region in which you want the environment to be provisioned, and choose the environment type. Customer Insights allows you to create either a production environment or a sandbox environment.
Step 5c
Environment creation typically takes < 1 minute.
Step 5d
Once the environment is created for you, you will be presented with the home page as shown below.
Step 5e
Select Settings and then Environments to manage the environment you created or create a new production environment.
Step 5f
In this screen, you can either set a default environment or create more environments
Step 5g
If you chose to create a new environment, you are presented with the option to do the same.
Step 5h
Once you create the environments, you can start inviting additional users to the environment from the permissions section to collaborate with you to manage the environment.
Step 5i
Select Add users to add others to the environment.
Now you are ready to configure your Customer Insights environments. Follow the documentation found here to assist you with the process.
Customer Insights offers the possibility to enrich the customer profiles with additional data—particularly the brand affinities of a demographic group. For this, the admin can select a demographics group defined by birth date, gender, and zip-code and add brand affinities to these records. The admin needs to define demographic groups on their own because artificial intelligence does not currently support the selection of brand affinities.
It is also possible for Customer Insights to create so-called "Segments." Segments are customers grouped based on user-defined criteria. The beauty of Customer Insights is that these criteria can come from different sources. Going back to Tivoli, a segment could be all customers who are visiting the theme park on days with bad weather (give these guys more loyalty points).
Finally, it is possible to visualize the data by creating Measures. This could be a bar chart showing the number of visitors by age group for each Tivoli attraction. Measures can be exposed to Dynamics 365 Customer Engagement.
To get access to your unified data, Customer Insights offers four types of connections for external applications. As mentioned, it is possible to integrate the unified data of Customer Insights into Dynamics 365 Customer Engagement. This integration allows users to edit demographic settings only and see a timeline of activities in Customer Engagement.
Customer Insights also offers more flexible integrations, with a native connector for Power BI and PowerApps. When using mainly Microsoft products, the setup should be easy. Outside of Microsoft's ecosystem, it is possible to pull data using an exposed API. Although all endpoints of the API are documented using Swagger, details of the endpoints are still missing. But, that's OK. Keep in mind that Customer Insights is a new product and will become more comprehensive, integrated, tested and documented as time goes on.
I hope this helps!
Regards
Ruskin
Apps4Rent | User of MS Dynamics 365
Hi -- we just received the email and we will get back to you ASAP.
Hi
I failed to email CIhelp@microsoft.com. Seems like this email address is inactive.
The problem is not yet solved.
[Situation]
1. We access the following URL and click [Continue] on [Almost there] popup window.
2. We enter the following information on [Create an environment] and click [Create].
Display name: customerdb
Region: Asia
Type: Sandbox
3. An error message saying "Oops! There was an error." appears only for a mement, and the browser is redirected to Office 365 sign-in window.
4. We enter username and password, and then the browser is redirected to the following URL again.
If we continue, we end up repeating the above step1-4 again and again.
Any help would be highly appreciated.
Hi --
Thanks for purchasing Customer Insights. Please follow steps 4 and beyond from the below blog post to setup Customer Insights: community.dynamics.com/.../what-comes-next-after-placing-an-order-for-customer-insights-through-volume-licensing
If you need additional help or assistance with setup or have questions during configuration of CI please feel free to email CIhelp@microsoft.com and will be happy to help.
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