Recent Posts

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”

Getting Started with Customer Insights

Follow this series to explore Dynamics 365 Customer Insights. For an overview of Customer Insights, read my previous post here. Customer Insights (CI) allows organizations to consolidate data from disparate sources in order to build a unified customer profile. It also applies pre-built AI models to help with matching customers across those data sources, andContinue reading “Getting Started with Customer Insights”

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