customer insights | CRM Rocks

The Art of Customer Insights with Pauline Kolde

Episode 140: Markus Erlandsson and Malin Martnes chatted with Pauline Kolde from Cluster Reply about the art of customer insights. Pauline starts by explaining how she got into Customer Insights and got to where she is today. She then continues to talk about the current trends in customer data management and how data quality is at the heart of marketing.

Bio

Hey there! I am a Dynamics 365 and Customer Experience consultant for more than 6 years now. Since Dynamics 365 Marketing came on the market, I’ve been whirling through the exciting world of segments, events and journeys. But there is also so much to discover and new things to do that it never gets boring.

In my quest for the simplest solutions, the Microsoft community has never disappointed me and has given me so much that I want to give back as well. This blog is my way to contribute and share my experiences and ideas with you.

But in my spare time it doesn’t get boring either. When I’m not working on client projects or writing this blog, you can find me scurrying around the world, eating good food, or knitting, knitting, knitting.

I’m super excited for you guys to be a part of my journey! And I hope you gain as much inspiration and knowledge from my posts as I have. Don’t forget to check back regularly, because there’s always something new to discover and learn!

Links

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-double-opt-in

New certification: https://learn.microsoft.com/en-us/credentials/certifications/d365-customer-experience-analyst-associate/

https://nordicsummit.info/agenda

https://www.scottishsummit.com

https://community.dynamics.com/usergroups/details/?groupid=94c47b2f-3bd8-4b01-9540-c75c58aa8766

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Customer Insights with Malin Martnes

Episode 132: Markus Erlandsson discusses with Malin Martnes about the new Customer Insights. Malin starts by explaining what the change from old Customer Insights and Marketing is and how it affects customers. Malin provides her insights into what she thinks about this change, how the license will change and a bit about all the new features that are coming in the next months.

Bio

Malin Martnes is passionate about helping businesses succeed in the ever-evolving world of marketing and CRM.

With over a decade of hands-on experience in Dynamics 365, marketing and CRM, she has worn multiple hats as a user, consultant, and trainer. In 2019, I had the honor of being recognized as a Microsoft Most Valuable Professional (MVP) and became a Microsoft Certified Trainer (MCT) in 2020.

Links

https://releaseplans.microsoft.com/en-us/?app=Marketing

https://releaseplans.microsoft.com/en-us/?app=Customer+Insights

https://malindonosomartnes.com/

Posts referred to in the episode from Malins blog:

New features December to March

Consent center in real-time marketing

https://macotra.no/

https://www.linkedin.com/in/malinmartnes/

https://twitter.com/MalinMartnes

https://www.amazon.com/Becoming-Microsoft-Marketing-Functional-Consultant/dp/1803234601

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Customer Insights with Julian Sharp

Episode 102: Markus Erlandsson talks to Julian Sharp from Ready 365 about Customer Insights and how you can use the application to get insights about your customers. Julian starts by explaining the difference between Audience Insights and Engagement insights, then goes into details about the different feature parts of the application, Data ingestion, Segments and Intelligence and enriching data. Julian explains that this can tell you who your best customer is, and it’s never who you think it is. Julian continues with extension points like bring your own lake or your own or your own ML model.

Bio

Julian is a specialist and Trainer in Dynamics 365, Power Platform, and Azure solutions. He focuses on creating solutions for businesses making use of Microsoft Dynamics 365, Power Apps, Power Automate, Azure, and supporting technologies.
Julian has long had an interest in using AI to enhance the customer experience, using Cognitive Services, Bot Framework, and Azure Machine Learning.

Customer Insights brings this all together!

Links

Marketing page https://dynamics.microsoft.com/en-us/customer-data-platform/

Documentation https://docs.microsoft.com/en-us/dynamics365/customer-insights/

Julians learn collection https://docs.microsoft.com/en-us/users/julians/collections/n5p4a7yn4wnoex

Dataflows https://docs.microsoft.com/en-us/power-bi/transform-model/dataflows/dataflows-introduction-self-service

Azure Data Lake https://docs.microsoft.com/en-us/azure/storage/blobs/data-lake-storage-introduction

Common Data Model format in Azure Data Factory https://docs.microsoft.com/en-us/azure/data-factory/format-common-data-model

https://events.powercommunity.com/sessions/ai-in-dynamics-365-customer-data-platform/