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

Power Virtual Agent Free Form Text Capture

Quarantine Chat Bot: Sentiment Analysis

Yesterday, I started talking about how I built a chat bot to talk to my parents during this quarantine. We got started by setting up the environment, provisioning the bot, editing the greeting messages, and adding our first question. Now, we are going to add a few more brains into the operation! I wanted the … Continue reading Quarantine Chat Bot: Sentiment Analysis

Power Virtual Agent Greeting

Quarantine Chat Bot: Let’s Build a Virtual Agent!

In these odd days of quarantine, I have spent a lot of time talking to my parents to convince them to stay home or just finding ways to keep them entertained. My mom loves this quarantine life and never has a need to leave but my dad is a bit of a different story. So, … Continue reading Quarantine Chat Bot: Let’s Build a Virtual Agent!

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

Q3 2019 CRMUG DMV Regional Chapter Meeting

Q1 2020 DMV Events

Q3 2019 CRMUG DMV Regional Chapter Meeting in Chevy Chase, MD This is a great time to be in the DMV (DC / Maryland / Virginia area) because we have so many amazing events coming up! Save the date and get registered today! Road Trip to Philly In January, you should drive up to Philadelphia … Continue reading Q1 2020 DMV Events