Use Customer Insights
Retailers can use Dynamics 365 Customer Insights to collect and combine data about customers from different systems where they interact with the retailer's brand, whether the systems are Dynamics 365 applications or not. This data is then aggregated into a single view of the customer in real time so that insights can be derived from their behavior.
Customer Insights can employ machine learning templates to predict churn, define the next best action, and provide product recommendations, which retailers can use by enabling an integration with Commerce and presenting these values as measures. These measures (key performance indicators for your business) can be shown on the customer card of the Client Book and provide important information to sales associates.
The measures from Customer Insights will first be shown on the customer card. If for example, two measures from Customer Insights are selected, those two measures will be displayed first, followed by the Client Book attribute (which is configured in Commerce Headquarters). The Client Book attributes are shown according to the display order that is defined on the Client Book attribute group.
To turn on the integration of Customer Insights with Commerce, you must ensure that you have an active instance of Customer Insights in the tenant where Commerce is provisioned. A Microsoft Entra ID account that has an Azure subscription is also required, and an Azure application ID must be created in the Commerce parameters for authentication purposes.