Why Customer Insights Data?
Why should a company choose customer insights data? This is a question I often get, especially when talking to people in the analytics department or with that type of background. “We already…
Gustaf Westerlund
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Granular Tracking Controls in Customer Insights – Journeys: A Privacy-First Must for Regulated Organizations
Organizations operating under strict privacy, consent, and compliance frameworks—especially in regulated industries like finance, insurance, and healthcare—often need to treat different tracking mechanisms differently. That’s where a growing limitation in Customer Insights…
Orphan Customer Profile lookups
There are scenarios in CI-D when it is integrated with Dataverse where you may run into a bug with the platform. This is when one of the COLA (Contact, Opportunity, Lead or…
Find datasource dependencies in CI-D
When working in CI-D and replacing a datasource with another, for example replacing Power Query Datasource with Delta, then finding any dependencies for this is important. This is a tip that I…
Customer Address revisited
Recently two new features were introduced to dataverse that allows us to better manage customer addresses. A few years ago (2012) I wrote an article on the subject (https://community.dynamics.com/blogs/post/?postid=b889a366-d3fb-4b39-bdb9-7f3716283d4c) which goes into…
DIY Redirect landing page for CI-J
Many organizations, especially banks, insurance companies and other organizations that value trust highly are very careful about how links are formatted in emails that are being sent out. The key is that…
CI-D Measure dependency on Dataverse
When measures are created in CI-D to be used in CI-J there are dependencies created which will stop you from removing the measure. CI-D is not very helpful in telling you how…
What datacenter is my dataverse instance in?
When you create an instance in dataverse you get to choose which region it is located in. However, you do not get to choose which exact datacenter you get. How is this…
Customer Insight Journeys Real Time Dynamic Forms Loader
Need a form script for CI-J Realtime forms that can be used for all forms hosted on one single page? You are welcome!
Breaking down form script in Customer Insight Journeys
When creating a form in Customer Insight Journeys (real time) one option is to embedd it in an existing page. A customer asked me if it was possible to get this script…