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! Well we have finally made it to the end of our exciting adventure. I have learned a lot through this … Continue reading Hero Insights: The Final Result
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! After we narrowly escaped the dangers of creating our segments, we now want to create some measures in Customer Insights. … Continue reading Hero Insights: Setting up Measures 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! Welcome back to HQ, my dynamic band of heroes! Today we are going to talk about segments. A segment is … Continue reading Hero Insights: Creating Segments 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
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
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
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
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
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
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