Create Segments using Customer Insights and Execute with Dynamics 365 Marketing

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:

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

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.

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