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”

Customer Insights vs Power BI

A common question that comes up when you begin to discuss Customer Insights and its ability to unify and report on your customer data is: “Why can’t I just use Power BI for that?” I thought it might be helpful to provide some bullet points to help clarify how Customer Insights is differentiated from PowerContinue reading “Customer Insights vs Power BI”

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”

Confirmation or Coincidence?

As if to confirm what I wrote at the start of this week in my blog post entitled “Microsoft Partners: Why you need to get smart about Customer Insights. Right now!“, Microsoft’s Dynamics 365 Newsletter for November just arrived in my inbox, and it is all about Customer Insights: Links highlighted in the newsletter provideContinue reading “Confirmation or Coincidence?”

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”

Customer Cards in Customer Insights

This post is part of an ongoing series on Microsoft Dynamics 365 Customer Insights. Check my blog feed for previous posts on this topic! After you have connected and unified your data, you can begin to build your customer card and enrich the customer profile using built-in functionality. Let’s take a look at how toContinue reading “Customer Cards in Customer Insights”

Unify Your Data in Customer Insights

Follow this series to explore Dynamics 365 Customer Insights.For an overview of Customer Insights, read the first post in the series here. The second post covers the topic of getting started and connecting your data to CI and can be found here. After bringing in your data and making sure that the types of dataContinue reading “Unify Your Data in Customer Insights”