Create Reports (Power BI embedded) using Dynamics 365 Customer Insights
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… Continue Reading Virendra Agrawal’s...
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… Continue Reading Virendra Agrawal’s...
View Customer Insights stats within Dynamics 365 CE (Customer Card Add-in)
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… Continue Reading Virendra...
How to create a unified profile (Golden Customer Record) using Dynamics 365 Customer Insights – Part 2
Previously (Part 1), we learned about how we could ingest the data from various sources with the help of different Dynamics Power Query Connectors. Now, let’s talk about how we could use this data to perform unification in Customer Insights and build a unique customer profile. Prerequisites: Customer Insights would require data from at least two data sources to perform the… Continue Reading Virendra Agrawal’s Article on...
Personalize the Experience with Voice of the Customer – Part 2
Previously (Part 1), we talked about how we could include that piped data in our survey by adding those options as we are designing the questions. Now it’s time to distribute that survey and consume that piped data we defined earlier, we’ll declare that piped data as parameters inside the distribution method through the invite that we are working with. Prerequisites: Voice of the… Continue Reading Virendra Agrawal’s...
Personalize the Experience with Voice of the Customer – Part 1
A personalized or targeted customer experience can make an enormous of difference in the way customer think and react about your brand or product. Hence, reaching out to customers in a personalized manner to get some feedback on your product and service is no exception. In this series of posts, I would like to put some light on how to personalize the customer experience using Voice of the… Continue Reading Virendra...
My Blog Posts
Welcome to my blog posts, an attempt to share about my Dynamics 365 experience and learning. Please feel free to visit regularly and provide your feedback. Thank You Continue Reading Virendra Agrawal’s Article on their blog https://virendraagrawal.com/2017/03/09/first-blog-post/ Blog Syndicated with Virendra Agrawal’s Permission