D365 Customer Insights for Our Own Sales Team (Customer Zero) (4) Error Handling
This continues from Part ③ . We have the system set to refresh data daily, but unexplained errors can sometimes occur. Symptoms The segments were no…
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D365 Customer Insights for Our Own Sales Team (Customer Zero) (3) Fixing the D365 Sales Customization
This continues from Part ② . As part of Customer Zero, we planned to extract customers with no contact activity in the past 90+ days and send activi…
Using D365 Customer Insights for Our Own Sales Team (Customer Zero) (2) Building Segments
Customer Insights - Data Configuration Now that data unification is complete, it's time to configure D365 Customer Insights - Data. From the left me…