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.

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:

View Customer Insights stats within Dynamics 365 CE (Customer Card Add-in)

October 15, 2020October 16, 2020 Virendra Agrawal2 Comments

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.

How to create Measures using Dynamics 365 Customer Insights

October 13, 2020October 16, 2020 Virendra Agrawal7 Comments

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.