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.