MICROSOFT DYNAMICS 365 CUSTOMER INSIGHTS

 Add data sources through Power Query connectors, a Common Data Model folder, or from your own Microsoft Dataverse Lake. Review data sources and their statuses within the Entities page. Configure a schedule to automatically refresh data sources. 

 Consolidate customer data gathered from various data sources into a single dataset according to the following order: Map, Match, and Merge. 

Create and edit enrichments. Run or deactivate enrichments in bulk by selecting them in the list. View and edit options aren't available as bulk action, they only work for one enrichment at a time. Configure several enrichments of the same type and reuse the same connection. Review your default enrichment preferences and update them as needed. Select the records you wish to enrich and map out the record details to the relevant field attributes. Ensure that the sections you have configured for your enrichment are correct. Name your enrichment and run the enrichment process. Analyze the total number of enriched customer profiles upon finishing the enrichment process.

View the quality of the ingested records (also known as datasets) within the Entities page. Match records to merge two or more records into a single record. Define the logic for matching a pair of records using match rules. Add conditions to a rule. Reorder records for match rules to change the order in which they are being processed. Set deduplication rules on a match record to identify duplicate entries and merge them into one. Create multiple deduplication rules for a record.

Group your customers based on demographic, transactional, or behavioral attributes. Use segments to target promotional campaigns, sales activities, and customer support actions. Activate, deactivate, and duplicate segments. Export segments created in Dynamics 365 Customer Insights to other Microsoft solutions.

Manage your saved activities. Combine transactional customer activities coming from multiple data sources to create a timeline that shows the list of activities chronologically. Select the activities you want to show on the customer’s timeline. Filter them by ActivityType and Date. Map activities according to their activity types: Feedback, Loyalty, SalesOrder, SalesOrderLine and Subscription. Create a custom activity type if an activity type is not relevant for the new activity. 

Manually create relationships for records. Set up account hierarchies to better manage accounts and their relationships with each other. View all relationships that have been created with the Relationship Visualizer. Export the network diagram of existing relationships shown within the visualizer as an image file. Customize your views according to your liking by dragging the relationship boxes on the canvas. Filter the type of relationships you want to show within the list. Determine which records to use for creating rules for measures or segments with the relationship path.

Create measures using the Measure Builder. Filter the data, group results, detect record relationship paths, and preview the output. Use the measure builder to plan business activities by querying customer data and extract insights. Utilize predefined templates of commonly used measures to create them. Manage your existing measures on the Measures page and export the list as a .CSV file. Refresh a measure based on the latest data collected. Activate or deactivate measures.

Create predicted values that would serve as your guide to enhance your understanding of a customer. Manage and review your predictions within the Predictions page. Track the performance of your predictions. Create predictions within a customer record and a segment. 

Get a complete view of your customers across all social media channels and websites you have presence in such as Twitter, Facebook, and LinkedIn. Track your customers’ interactions with your business, from campaign responses, website visits, in-store visits and purchases, online purchases, loyalty redemptions, and customer service encounters.