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?”

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”

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”