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

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CloudFronts Technologies LLP.

Join us for the second webinar in our weekly webinar series on Dynamics 365 Customer Engagement (CRM)– July release.

Technologie

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

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

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)

1. Customer Insights -BY SOMESH SIRIPURAM

2. Agenda CloudFronts Technologies LLP  What is Customer Insights  How to setup Customer Insights  Role based security  Whats new in Customer Insights in July Release

3. What is Customer Insights CloudFronts Technologies LLP

4. Customer Insights Pre-requisites  Azure Subscription  Data Source  Dynamics 365 Online  Azure Blob storage  Microsoft Exchange Online  Microsoft Social Engagement CloudFronts Technologies LLP

5. Steps to create Customer Insights 1. Create Customer Hub in Azure CloudFronts Technologies LLP

6. Steps to create Customer Insights 2. Set up Customer 360 CloudFronts Technologies LLP

7. CloudFronts Technologies LLP

8. Steps to create Customer Insights 3. Analyze Data with Power BI CloudFronts Technologies LLP

9. Steps to create Customer Insights 4. Set up role based security CloudFronts Technologies LLP

10. Steps to create Customer Insights 5. Embed Customer Insights Widgets CloudFronts Technologies LLP

11. Steps to create Customer Insights Whats New in July Release (preview)  Predictive Match  Predictive scoring  Segmentation CloudFronts Technologies LLP

12. Predictive match CloudFronts Technologies LLP

13. CloudFronts Technologies LLP

14. Next Webinar 4th October Dynamics 365 V9 – Developer updates CloudFronts Technologies LLP

15. “ ” Thank You CloudFronts Technologies LLP

Hinweis der Redaktion

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

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

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