Dynamics 365 Customer Insights Demo

[@club-crm1080]

Excellent presentation, as usual: you are getting better and better!

[@Sreeharsha86]

Great presentation. This is just brilliant. May I know what type of performance challenges have you seen with Customer Insights, when dealing with large volumes of data, especially during the identity match and merge process?

[@d365forhousing]

This is brilliant. Appreciate all the effort that would have gone into this, thanks for sharing Lisa

[@LisaCrosbie]

Thanks so much, really appreciate that. More to come on Customer Insights this year.

[@popujol74]

Hi Lisa, that's the best CI video I seen so far, efficient and illustrated anything needed to get started! I am wondering how are dealt the duplicates of a single data source. Is there a mean to flag them in CInsight and feedback the system the duplicates are from? Or do we enrich back each record ignoring their is a duplicate? Thank you for your Lisa s insight if possible 😊

[@prateekgandhi4601]

Absolutely brilliant !

[@LisaCrosbie]

Thank you so much.

[@MrThapaliya233]

Hi Lisa, Thanks for the nice tutorial. I was following your tutorial and able to get customer profile from the sample data (same as yours). However, when I tried the real company data, my customer profiles are not updated. I can see all the fields, but values are not updated. I run the whole process several times, but still no values. Is there any way I can delete the profile and start from again? If not, does the environment reset will work ? Thanks.

[@hanalevakova7602]

Lisa, Thank YOU SOO much ! fantastic work!💯👍❤ helpfull

[@LisaCrosbie]

Thanks Hana 🥰

[@ForestLandSea]

Another great video Lisa!

[@LisaCrosbie]

Thank you so much!

[@nhudell]

Would it be a good idea for business to use Customer Insights by itself, or does it only work best as an additional app alongside Sales or Customer Service?

[@LisaCrosbie]

The part demonstrated here - now called Customer Insights - Data - is designed to be standalone, you don’t have to have Dynamics 355 with it. However it now includes the Customer Insights - Journeys (Dynamics 365 Marketing) in the same license so if you don’t already have a marketing automation system or are looking to change or upgrade that part of your tech stack that is well worth considering

[@nhudell]

@@LisaCrosbie Thanks Lisa!

[@MrMakanand]

I read customer insights recommends next best actions, but couldn't understand what next best actions are. Could you give some examples of Next best actions that customer insights recommends?

[@amananvaria5071]

How to setup matching rules for 3 entities ? If I setup entity1, entity2, entity3. Added a matching rule between entity1-entity2. Now do I have to match entity3 with entity1 and entity2 individually or can use a interim result of entity1-entity2.

[@juanh.8707]

Lisa, can customer insights be used with on premise CRM?

[@LisaCrosbie]

Hi Juan, if you use on-premise data sources, you need to import and transform the data using Power Query connectors docs.microsoft.com/en-us/dynamics365/customer-insights/connect-power-query

[@christianjohn7916]

Great video

[@LisaCrosbie]

Glad you enjoyed it, thanks for watching.

[@jonnibeans1074]

what is a singleton record? under non-matched records

[@LisaCrosbie]

Singleton is another word for unmatched records. I load my data from many different sources, not every customer record e.g. from my CRM system has a match in any of the other data sources. That could mean I need to lower my matching rules to find more fuzzy matches, or just that one dataset has a heap of customers in it that don't appear in the other data sources.

[@mikehamel2783]

How do I get in touch with you Lisa?

[@LisaCrosbie]

You can message me via the social links in the description. Thanks for watching.