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You're reading from  Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

Product typeBook
Published inDec 2022
PublisherPackt
ISBN-139781803234601
Edition1st Edition
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Malin Martnes
Malin Martnes
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Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.
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Customer Insights

Dynamics 365 CI is Microsoft’s customer data platform (CDP). It will help you, with the use of AI, to get an overview of your customers based on several data sources and in real time. CI is tightly integrated with Dynamics 365 Marketing and can create segments with the use of AI, which you can then use in your journeys.

As you can see in Figure 10.43, a lot of information about your customer is potentially stored in CI:

Figure 10.43 – Customer information

As you can see in Figure 10.44, there are several segments in my CI environment, and any of these can be updated with data from multiple data sources and automatically transferred to Marketing as a segment:

Figure 10.44 – Segments in Customer Insights

A segment coming from CI will always be static and will be updated by CI every time synchronization runs. You should never make changes to these segments. These segments are always created as...

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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant
Published in: Dec 2022Publisher: PacktISBN-13: 9781803234601

Author (1)

author image
Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.
Read more about Malin Martnes