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

Customer Insights-BY SOMESH SIRIPURAM

Agenda

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What is Customer Insights

How to setup Customer Insights

Role based security

Whats new in Customer Insights in July Release

What is Customer Insights

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Customer Insights Pre-requisites

Azure Subscription

Data Source

Dynamics 365 Online

Azure Blob storage

Microsoft Exchange Online

Microsoft Social Engagement

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Steps to create Customer Insights

1. Create Customer Hub in Azure

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Steps to create Customer Insights

2. Set up Customer 360

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Steps to create Customer Insights

3. Analyze Data with Power BI

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Steps to create Customer Insights

4. Set up role based security

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Steps to create Customer Insights

5. Embed Customer Insights Widgets

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Steps to create Customer Insights

Whats New in July Release (preview) Predictive Match

Predictive scoring

Segmentation

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Predictive match

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Next Webinar

4th October

Dynamics 365 V9 – Developer updates

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Thank You

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