Create Reports (Power BI embedded) using Dynamics 365 Customer Insights

November 9, 2020 Virendra Agrawal4 Comments

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 available metrics/measures and dimensions to create reports with the CI data , using the visualizations we want directly within Customer Insights. It will provide another way of generating the reports and visualise the Customer Insights data (without using the Power BI connector).

In this post, we’ll talk about how we can use the built-in report feature within Customer Insights.

Dynamics 365 Attachments on Azure Blob Storage using the Attachment Management Add-in

October 26, 2020 Virendra Agrawal4 Comments

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 authentication issues and the new storage model licence wasn’t there to store/attach documents on default CDS file storage.

This add-on feature is to manage note and email attachments using the Azure Blob storage which will enable users to create and maintain files stored on Azure Blob via the Dynamics 365 app.

If someone is previously using this add-on, in the latest release, we also have a choice to move to default CDS file storage instead of a Custom Blob storage.

Create Segments using Customer Insights and Execute with Dynamics 365 Marketing

October 20, 2020October 20, 2020 Virendra Agrawal2 Comments

In my previous posts, I mentioned about how we can leverage Customer Insights to 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 on Customer Insights, let’s talk about what we can do with Segments.

This post is about using those unique profiles & KPI to build segments and extend these segments to execute marketing campaigns / customer journeys using Dynamics 365 Marketing. We’ll target to achieve the following:

Add Multiple Product Items On Opportunity at One Go by using the Enhanced add product experience

October 16, 2020 Virendra Agrawal1 Comment

Recently, one of our clients requested a feature for their salespeople to smartly add multiple products on Opportunities at one go (using the web and mobile apps).

Microsoft recently released this new feature with the enhanced experience, so that salespeople can:

Efficiently search for products and View product details inline.
Compare products before selecting them.
Add multiple products in one go.

Since this feature is still under preview, we couldn’t enable it on our client’s production environment however, it’s a great feature to increase efficiency for salespeople even when they are on the go.

So, let’s have a look at this feature.