Episode
Dynamics 365 Customer Insights and Sales Integration
with Cade Santha, Guillaume Mouton
This session takes you through the overview of Customer Insights and Sales Integration, as well as some of the recommended practices in real-time scenarios.
Chapters
- 00:00 - Introduction
- 00:27 - Dynamics 365 Customer Insights and Sales Integration
- 04:26 - Upcoming feature releases
- 07:52 - Best Practices
Recommended resources
- Explore Customer Insights - Dynamics 365 Customer Insights | Microsoft Learn
- Add and configure the timeline control in Power Apps - Power Apps | Microsoft Learn
- Customer or business contact activities - Dynamics 365 Customer Insights | Microsoft Learn
- Customer Card Add-in for Dynamics 365 apps (preview) (contains video) - Dynamics 365 Customer Insights | Microsoft Learn
This session takes you through the overview of Customer Insights and Sales Integration, as well as some of the recommended practices in real-time scenarios.
Chapters
- 00:00 - Introduction
- 00:27 - Dynamics 365 Customer Insights and Sales Integration
- 04:26 - Upcoming feature releases
- 07:52 - Best Practices
Recommended resources
- Explore Customer Insights - Dynamics 365 Customer Insights | Microsoft Learn
- Add and configure the timeline control in Power Apps - Power Apps | Microsoft Learn
- Customer or business contact activities - Dynamics 365 Customer Insights | Microsoft Learn
- Customer Card Add-in for Dynamics 365 apps (preview) (contains video) - Dynamics 365 Customer Insights | Microsoft Learn
Video URL
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