A retail example illustrates how customer profiles, data sources and business measures can be brought together.
The demonstration uses a retail example to explain work with Dynamics 365 Customer Insights. It shows how information from several sources can contribute to unified customer profiles.
The recording connects customer data with business measures and insight that can be used in Dynamics 365. The examples make the relationship between source data, definitions and the resulting analysis visible.
The demonstration reflects the product version available at the time. Its value as a reference is the explanation of the data and measurement choices, alongside the recorded interface.
Ask a question or share what helped you.
Turn Power BI findings into better decision meetings
CourseUse reports to prioritise action, assign ownership and assess whether interventions work.
Audiences that make communication relevant
CourseSelect recipients by need and intended action, and check who should be excluded.
Design Power BI reports that make the next step clear
CourseBuild clear, accessible reports around the user's decision and workflow.
Measure campaign impact and choose the next improvement
CourseConnect marketing activity to customer action and run a bounded experiment.
Power BI and Dynamics 365 in project and sales work
March 22, 2025 • Webinar — Yuliia Kamkova showed Frode Stenstrøm how Power BI can pull data from Dynamics 365 Project Operations and be embedded back into CRM.
Eight perspectives on business marketing
February 11, 2025 • Webinar — Andreas Thue from Iteo gave Frode Stenstrøm eight research-based tips on how B2B companies build a brand.
Real-time marketing and event-driven customer dialogue
September 4, 2024 • Webinar — Geir Andreassen and Jørgen Amrud Hagen explained trigger-based customer communication to Frode Stenstrøm on ProsessPodden.
June 5, 2024 • Webinar — Trond Gudbrandsen and Tor Kristoffersen joined Frode Stenstrøm to weigh the strengths and limits of NPS as a customer satisfaction measure.
Product
Dynamics 365 Customer Insights – Data
One source of truth about the customer – across all systems.
Right from the start of the project, great emphasis was placed on training super users and closely involving the organization. This has contributed to a solid rollout and strong buy-in across the sales and marketing teams.
Kristiania has digitised 16,000 student journeys – from recruitment and application to student life and alumni – in a customised CRM system that lets the school collaborate across former silos, driven by data.

Automation | Article
The data agent gained a larger role in analytics
OpenAI’s Data agent could investigate company data and build shareable interactive dashboards. Access controls and source trails needed to follow analysis and action through the workflow.

Customer Service | Article
Service Agent gained tools for staffing decisions
WEM MCP tools enabled time-off requests, shift swaps and shift bids in Service Agent. Administrators could enable each tool for a role, team or pilot group.

Automation | Article
Copilot gained more context from Power BI
Power BI reports and semantic models became grounding in Copilot Chat and Cowork. Shared chats, synced notebooks and Planner status connected analysis with collaboration.

Automation | Article
Microsoft moved to a continuously updated roadmap
Microsoft replaced twice-yearly release waves with continuous roadmap publication. Customer processes needed to track status from development through rollout to launch.
Copilot Notebooks and Cowork gained more ways to share project context. Agent metrics and cost controls expanded in the admin centre.
The EDPB published new guidelines on web scraping for generative AI and adopted final blockchain guidelines.
Share a question or reflection.
Be the first to contribute.