Use Customer Insights in Store Operations Assist

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Microsoft Cloud for Retail. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 10, 2023 Sep 1, 2023

Business value

Online retail has created personalized experiences for customers through analysis of their behavior and interactions. Customer profiles support store employees by providing pertinent data, helping employees make personalized conversations, and build stronger relationships with important customers. With this integration, you can leverage Dynamics 365 Customer Insights and onboard to Store Operations Assist by enabling relevant configurations without additional development to ingest data. This integration allows you to unify data across the system using Dynamics 365 Customer Insights and empower store associates with a detailed perspective of your customers' behavior.

Feature details

The Dynamics 365 Customer Insights integration provides a 360-degree customer view for deeper and more meaningful customer conversations, helping store employees sell within the Store Operations Assist app.

Master data managers can configure Dynamics 365 Customer Insights and Store Operations Assist to ingest retail data to build a robust and actionable profile.

See also

View Retail insights in Store Operations Assist (docs)

Use the Retail Insights dashboard in Store Operations Assist (learn)