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Customer Insights
-BY SOMESH SIRIPURAM
Agenda
CloudFronts Technologies LLP
 What is Customer Insights
 How to setup Customer Insights
 Role based security
 Whats new in Customer Insights in July Release
What is Customer Insights
CloudFronts Technologies LLP
Customer Insights Pre-requisites
 Azure Subscription
 Data Source
 Dynamics 365 Online
 Azure Blob storage
 Microsoft Exchange Online
 Microsoft Social Engagement
CloudFronts Technologies LLP
Steps to create Customer Insights
1. Create Customer Hub in Azure
CloudFronts Technologies LLP
Steps to create Customer Insights
2. Set up Customer 360
CloudFronts Technologies LLP
CloudFronts Technologies LLP
Steps to create Customer Insights
3. Analyze Data with Power BI
CloudFronts Technologies LLP
Steps to create Customer Insights
4. Set up role based security
CloudFronts Technologies LLP
Steps to create Customer Insights
5. Embed Customer Insights Widgets
CloudFronts Technologies LLP
Steps to create Customer Insights
Whats New in July Release (preview)
 Predictive Match
 Predictive scoring
 Segmentation
CloudFronts Technologies LLP
Predictive
match
CloudFronts Technologies LLP
CloudFronts Technologies LLP
Next Webinar
4th October
Dynamics 365 V9 – Developer updates
CloudFronts Technologies LLP
“
”
Thank You
CloudFronts Technologies LLP

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Customer Insights : Dynamics 365 Customer Engagement CRM (July release)

Editor's Notes

  1. Hello My Name is Somesh Siripuram, and welcome to Customer Insights webinar
  2. Currently, four data sources are supported. You can use Customer Insights with multiple data sources.