Recent Posts

Using Dynamics 365 Sales and Wondering Where to Start with Power BI?

If you are new to Power BI or if you have not done a lot with it, it can be a little overwhelming to know where to start. In just about every sales deployment, you will have requests from both salespeople and sales managers for ways to get actionable and accurate intel on the performanceContinue reading “Using Dynamics 365 Sales and Wondering Where to Start with Power BI?”

Customer Insights Featured First (Again) in Virtual Launch of 2020 Wave 1 Release

James Phillips, President of Business Applications at Microsoft, presented the Virtual Launch of the 2020 Wave 1 Release today from his home. Customer Insights was first on the agenda again! (It was also highlighted first during the 2019 Wave 2 Virtual Launch.) This time around, the use case that was shared was UNICEF’s use ofContinue reading “Customer Insights Featured First (Again) in Virtual Launch of 2020 Wave 1 Release”

An Opportunity to Help a Dynamics 365 & Power Platform Community Star

I want to let you know about someone who represents the very best of our community and who needs your help today. Over the last16 years in working with Microsoft Dynamics, I have been fortunate enough to personally meet thousands of people in the Dynamics 365 and Power Platform community. From partners to customers, developersContinue reading “An Opportunity to Help a Dynamics 365 & Power Platform Community Star”

Changing the Enrichment Segments in Customer Insights? Re-run Measures and Segments to See the Updated Customer Profiles

File this one away under lessons learned. Recently I was updating a demo environment of Customer Insights that I had originally set up to use one set of enrichment parameters. The original settings used Brands and Categories related to coffee retailers, but for the purposes of a new demo, I wanted to update the environmentContinue reading “Changing the Enrichment Segments in Customer Insights? Re-run Measures and Segments to See the Updated Customer Profiles”

ICYMI: Conversation with @crmchartguy about Customer Insights

Back in September I had a great conversation with Ulrik “the CRM Chart Guy” Carlsson on his Power BI podcast. We discussed the opportunity around Customer Insights as well as how it fits into the bigger story of the Power Platform. Ulrik is a great interviewer – if you didn’t catch it the first timeContinue reading “ICYMI: Conversation with @crmchartguy about Customer Insights”

Microsoft Partners: Why you need to get smart about Customer Insights. Right now!

With the 2019 Wave 2 release rolling out from the Microsoft Business Applications Group and all of the surrounding fanfare of announcements and updates, and with Microsoft Ignite coming to a close this week, partners in the Dynamics/Power Platform space have a lot to digest this month. Let me take this moment to help youContinue reading “Microsoft Partners: Why you need to get smart about Customer Insights. Right now!”

Use Power BI to Collect Unstructured Data from the Web

Follow the steps in this article to learn how to scrape data from websites, structure it in tables, and use it in a Power BI report. In this example, I show how to create a Power BI calendar of events that draws data from two publicly accessible websites. This is one of my favorite waysContinue reading “Use Power BI to Collect Unstructured Data from the Web”

Measures: Extracting Insights from Customer Insights

A continuation of a series of posts diving into Customer Insights Looking at a Customer Card or the home screen dashboard in Customer Insights, one of the first things you’ll notice are the tiles that display various numbers, or measures, representing a customer’s interactions with your company. These might include things like a customer’s averageContinue reading “Measures: Extracting Insights from Customer Insights”

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