How to create a unified profile (Golden Customer Record) using Dynamics 365 Customer Insights – Part 1


Virendra Agrawal's avatarVirendra Agrawal's Blog

I recently had an opportunity to work on Dynamics 365 Customer Insights for a retail client who was envisioning to consolidate their customer’s information to achieve a true customer 360-degree view.

The main objective was to remove the silos of data that represents customer purchases, payments, website visits, marketing & social interactions and customer service requests.

With it’s pre-built AI model, Customer Insights was able to help with ingesting massive amounts of data from separate systems and leverage matching strategies to build a unique profile and showcase customer’s total lifetime value, churn risk, and more.

In this series of posts, I would like to put some light on how we can use Dynamics 365 CI to ingest this customer data from multiple sources and set the matching rules to create a unified customer profile or a golden customer record.

We’ll see how we can connect Customer Insights with various data…

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Use Monitor to troubleshoot forms in the model-driven app (preview)– Dynamics 365


The new monitor feature added for the Model-driven apps can be used for troubleshooting issues with form related events.

We have 2 ways to access the monitor option.

Select the Model-driven app inside Power Apps  and select Monitor in the command bar.

The other option is to  add the parameter &monitor=true to the end of the URL

And select the monitor option

This will open the monitoring session in a new tab.

Click on the Play model-driven app.

This opens the app connected to the monitor session.

We can see any action performed tracked.

We can filter Category column to check specific events related to form.

Select the row to get the details populated on the right side.

Get all the details below

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/monitor-form-checker

Hope it helps..

Power Platform Dataflows


How to – Use Append and Merge to combine data from multiple data source in Power Platform dataflows

Let us continue with our previous post where we loaded the data from on-prem SQL DB to CDS using dataflows. https://nishantrana.me/2020/07/07/load-data-from-sql-on-premise-to-cds-common-data-service-using-power-platform-dataflows-in-power-apps/ Now suppose we have another table (or any other data source) having the contact details, which we would like to append/merge along with our previous data source. For simplicity, here we have created a…

Nishant Rana's avatar by Nishant Rana

Load data from SQL On-Premise to CDS (Common Data Service) using Power Platform dataflows

Let us continue our previous post where we created a connection to the below On-Premise SQL Server Database using an On-premises data gateway. https://nishantrana.me/2020/07/06/configuring-on-premises-data-gateway-to-connect-tosql-server-on-premise-data-source-power-platform/ Here we will use the Power Platform dataflows to load contact entity in CDS using that same on-prem table. Sign in to Power Apps https://make.powerapps.com/home Navigate to Data – Dataflows and…

Nishant Rana's avatar by Nishant Rana

Email experience now available in Dynamics 365 Mobile App – 2020 Release Wave 2


With 2020 Release Wave 2, users can now finally compose, edit, and send emails from the Dynamics 365 Mobile App.

Check other blog posts on Release 2020 Wave 2

Now mobile users can –

  • Compose and send email from Dynamics 365 Mobile app

Navigate to Activities menu from the home page.

We can see the Email entity added there.

Clicking on it allows us to compose an email from within the app.

We have the full email editor formatting available.

We also have the functionality of inserting template, signature, knowledge article, etc. available.

We can also create email records from within the Timeline section.

Check the other blog posts on Dynamics 365 Mobile App

Hope it helps..

ARC and SLA Migration tool (Preview) in Dynamics 365 – 2020 Release Wave 2


With 2020 Release Wave 1, new experience was added for administrators which uses Power Automate for defining rules, conditions, and actions for SLA and Automatic create and update records rule.

https://nishantrana.me/2020/02/26/automatic-record-creation-and-update-rules-enhancements-in-dynamics-365-customer-service-2020-release-wave-1/

Now 2020 Release Wave 2 provides a tool to migrate the existing rules and SLA from classic app to the Customer Service Hub that uses Power Automate.

Other blog posts on 2020 Release Wave 2

Say e.g. we have below rule created for Task in the classic or legacy experience.

For the rule item, for simplicity, we have kept the condition as a description field containing data.

Now let us open the Customer Service Hub, and navigate to Service Management Area – ARC and SLA Migration tool

There we can see the 1 rule that we had created listed.


Let us click on the Start Migration button to start the migration.

Let us select the category and click on Next.

The next step is pre-migration check

It shows as passed after the check

The Rules and items to migrate give the option to select the rules to migrate.

The next screen gives the option to review the selection before starting the migration.

Clicking on Start migration starts the process.

Below we can see the migration completed.

Once completed, we are presented with the below summary screen

The new rule has the suffix migrated added to its name.

We can open the rule to check its definition. (and activate it)

As expected we have our rule updated to use the Power Automate.


Below is the rule created in legacy experience.

Note: –

Earlier we got the below error message, which was quickly resolved by Microsoft after it was reported to them.

message=’msdyn_migrationtracker’ entity doesn’t contain attribute with Name = ‘correlationid’ and NameMapping = ‘Logical’. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=3625460, MinActiveRowVersion=3625460, MetadataInstanceId=37958858

Dynamics 365 2020 release wave 2 –https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/

Hope it helps..

Log Canvas Power App telemetry data in Azure Application Insights | Power Apps


priyeshwagh777's avatarD365 Demystified

Here’s how you can register your Canvas Power App in your Azure’s Application Insights and log telemetry data into Azure.

Some basic info about what all you can see in Application Insights is –

  1. Count of Users who used the app
  2. Events logged, Sessions logged
  3. Device info
  4. Region info

It’s quite simple to set it up! Let’s take a look –

Registering in Application Insights in Azure

First, make sure you do have an Azure Subscription. Let’s look at how you can register an Application Insight record.

  1. Look for Application Insights in Azure in the search bar
  2. Then, among other records, you can register a new one which will identify with your Canvas Power App
  3. Review all that you entered and move ahead
  4. It’ll be deployed pretty quickly within a few minutes unlike some heavy Azure resources
  5. Upon completion, you can navigate to the resource and see the details

    Zoomed…

View original post 374 more words

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