Business Measures in Customer Insights

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! 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

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! 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

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

Microsoft Ignite the Tour DC

Microsoft Ignite the Tour DC 2020

I will be speaking and sharing my love for the DC User Group communities at Microsoft Ignite the Tour DC! Hey Microsoft Ignite the Tour DC Attendees! I wanted to share some information for you on where to find me over the next few days and some resources for after the sessions! Data and the … Continue reading Microsoft Ignite the Tour DC 2020