Customer View in Customer Insights

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! 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

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

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

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?

Power Virtual Agents Appointment

Quarantine Chat Bot: Set up an Appointment

I have been talking through how I created a chat bot that I built using Power Virtual Agents to talk to my quarantined parents. We have already looked at how to get started and how to use sentiment analysis to customize responses. Today we are going to set up an appointment! Before getting the scheduling … Continue reading Quarantine Chat Bot: Set up an Appointment