I am a Senior Dynamics 365 Consultant & Functional Architect, Dynamics 365 Certified Professional with versatile skills to undertake requirement analysis, functional design & architect and implementation of Dynamics 365 & Power Platform.
Over 15 years of wealth of experience and versatile skills to undertake requirement analysis, functional design, configuration and implementation of Dynamics 365 CE for Not for profit, banking, retails, government, insurance, travel and BPO sectors across multiple countries.
As part of these engagements I have developed an in-depth knowledge of Dynamics CRM/365 and Office 365 along with CRM’s ISV solutions like ClickDimensions, Dynamics 365 Portals, XpertDoc, intelli-CTi etc.
All-round ability to manage requirement analysis, functional design to solution design, configuration and deployment of Dynamics 365 system, with excellent relationship management & communication skills and has demonstrated the ability to manage complex implementations.
This is my attempt to share news and insights of Dynamics 365.
By using Customer Card Add-in we can get a 360-degree view of customers within Dynamics 365 apps (such as Sales Hub or Customer Service Hub) and view their demographics, insights, and activity timelines with the Dynamics 365.
In my previous posts, we talked about how we can ingest the purchase (eCommerce or POS) data associated with these unique customer profiles to build various measures in Customer Insights, In continuance to that, let’s see how we can extend this information to CE and visualise the Customer Insights demographics, segments, measures/KPIs, and activity timelines within Dynamics 365 Sales Hub using the Customer Card Add-in.
In my previous post, we talked about ingesting the data from various sources with the help of different Dynamics Power Query Connectors and use this data to perform unification in Customer Insights and build a unique customer profile (Part 1 and Part 2).
In continuation of the previous posts, let’s see how we can ingest the purchase (eCommerce or POS) data associated with these unique customer profiles to build various measures in Customer Insights.
Before we begin, let’s understand what measures are and how these are useful.
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 of data that represents customer purchases, payments, website visits, marketing & social interactions and customer service requests.
With it’s pre-built AI model, Customer Insights was able to help with ingesting massive amounts of data from separate systems and leverage matching strategies to build a unique profile and showcase customer’s total lifetime value, churn risk, and more.