Customer Insights Search and Filter

Hero Insights: Search & Filter Index in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! In our last daring adventure we dove deep into Unity data but before being able to view your hero (customer) … Continue reading Hero Insights: Search & Filter Index in Customer Insights

Customer Insights Unify: Map

Hero Insights: Unify Data in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! When we left off yesterday we had imported all our data but it was still not powering anything. So today … Continue reading Hero Insights: Unify Data in Customer Insights

June 2020 DC User Group Meeting

Thank you to everyone who came out to our D365 / CRM / Power Platform User Group meeting last night! This was a "local" meeting for the Washington, DC Chapter but we had attendees and speakers from around the world! Here are some more details on our presentations and speakers. D365 Performance Calling in from … Continue reading June 2020 DC User Group Meeting

Add Data Source to Customer Insights

Hero Insights: Adding Data Sources to Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Previously in our adventure, we set up our data to be in Dynamics 365 / CDS and we have a … Continue reading Hero Insights: Adding Data Sources to Customer Insights

Customer Insights Demo Environment

Hero Insights: Setting up Customer Insights Trial

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Today is going to be a very screenshot-heavy post as we walk through the steps to set up your Customer … Continue reading Hero Insights: Setting up Customer Insights Trial

Search Twitter based on Contact Details

Hero Insights: Using Power Automate to Set Contact Images

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Disclaimer Previously, we added data on the Common Data Service. Today, we're using Power Automate for something exciting! I think … Continue reading Hero Insights: Using Power Automate to Set Contact Images

Reviewing our imported Heroes

Hero Insights: Adding Data in the Common Data Service

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using comic superheroes! You can check out the full series on the Hero Insights page. Enjoy! Prerequisites Before we get to the exciting meat of Customer Insights, we need to do some environment and data … Continue reading Hero Insights: Adding Data in the Common Data Service

Captain America Winter Solider

Hero Insights: Introduction

As you may know, I like to find random use cases and then create a series of blogs to learn new technologies (such as #PowerPizza to learn Power Apps). I have been wanting to learn about Microsoft's Customer Insights and trying to think of good data sets to test this functionality on. I discovered there … Continue reading Hero Insights: Introduction

Comparison of Text, Text Area, and Multiple Lines of Text Fields

What is a Text Area Field?

Since I come from a Microsoft CRM / Dynamics 365 background I am still learning about the Maker Portal. So the other day, when my team mentioned the text area field I was curious what this was and how it was different from Multiple lines of Text. So, let's do a quick comparison of the … Continue reading What is a Text Area Field?

Power Virtual Agents Analytics

Quarantine Chat Bot: How Did it Go?

This week I have talked through a few lessons I've learned related to Power Virtual Agents. We started building a bot as virtual daughter for my parents and it has sentiment analysis, approval flows and so much more. Today I am going to show you the final piece - seeing what is happening in the … Continue reading Quarantine Chat Bot: How Did it Go?