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This series explains how to surface Dynamics 365 Customer Insights - Data (CI-D) information in other Dynamics 365 apps such as Dynamics 365 Sales (Sales) through customization of a Model-Driven App form to embed an ad hoc Canvas App.
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CustomerId Backstamping is the foundational feature from Dynamics 365 Customer Insights - Data (CI-D) that enables the link from a Dynamics 365 Contact (or Account, or Lead) back to its corresponding CI-D Customer Profile. This article will guide ...
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This article will guide you through the creation of a Model Driven App (MDA) Quick View form of Dynamics 365 Customer Insights - Data (CI-D) Customer Profile Attributes, which can then be easily embedded in another MDA form, such as the main Conta...
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This article will guide you through the creation of a Canvas App where you can fully customize both the content and the look-and-feel of the Dynamics 365 Customer Insights - Data (CI-D) information you want to display in the context of your Contac...
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Dynamics Customer Insights allows for rich segmentation capabilities, but sometimes external lists of customers need to be imported. This document outlines a solution to enable importing static lists into Customer Insights Real Time Marketing.
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This guide outlines a custom integration for LinkedIn Lead Gen with Dynamics 365 Customer Insights - Journeys (CIJ) following Microsoft’s announcement of removing the native LinkedIn Lead Sync feature in Outbound Marketing. It provides a step-by-s...
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This article explores the implementation of cascading dropdown fields in RTM forms to enhance user experience and improve data quality within Customer Insights – Journeys.