├── .acrolinx-config.edn ├── .gitattributes ├── .github └── ISSUE_TEMPLATE │ └── config.yml ├── .gitignore ├── .openpublishing.publish.config.json ├── .openpublishing.redirection.json ├── LICENSE ├── LICENSE-CODE ├── README.md ├── ThirdPartyNotices ├── ai-docs ├── breadcrumb │ └── toc.yml ├── customer-insights │ ├── TOC.yml │ └── media │ │ ├── BrandsInterest-tile-Hub.png │ │ ├── CDM-entity-navigator.png │ │ ├── activities-entities-define.png │ │ ├── activities-entities-edit-delete.png │ │ ├── azure-machine-learning-model-featurization.png │ │ ├── azure-machine-learning-model-output.png │ │ ├── azure-machine-learning-model-recommendation-algorithm.png │ │ ├── azure-machine-learning-model.png │ │ ├── azure-machine-learning-studio-experiment.png │ │ ├── azure-machine-learning-studio.png │ │ ├── choose-datasource-powerapps.png │ │ ├── configure-data-change-rule-order.png │ │ ├── configure-data-datasource-added.png │ │ ├── configure-data-duplicate-rule.png │ │ ├── configure-data-map-edit-b2b.png │ │ ├── configure-data-map-edit.png │ │ ├── configure-data-match-need-rules.png │ │ ├── configure-data-match-new-rule-condition.png │ │ ├── configure-data-match-new-rule2.png │ │ ├── configure-data-match-order-edit-page.png │ │ ├── configure-data-match-order-edit.png │ │ ├── configure-data-merge-profile-attributes.png │ │ ├── configure-data-merge-save-run.png │ │ ├── connector-account.png │ │ ├── connector-azure-blobs-preview.png │ │ ├── connector-format-url1.png │ │ ├── connector-powerapps9.png │ │ ├── connector-provide-database-settings.png │ │ ├── connector-provide-server-url.png │ │ ├── contact-active-forms.png │ │ ├── contact-id-field.png │ │ ├── create-new-environment.png │ │ ├── custom-match-create.png │ │ ├── custom-match-new-dialog-box.png │ │ ├── custom-match-overrides.png │ │ ├── customer-card-add-in-select-control.png │ │ ├── customer-group-add-group.png │ │ ├── customer-group-numbers.png │ │ ├── customer-group-union.png │ │ ├── data-manager-configure-edit-queries.png │ │ ├── data-manager-configure-map-add-attributes-semantic-prediction.png │ │ ├── data-manager-configure-map-add-attributes.png │ │ ├── data-manager-configure-map-add-entities-example.png │ │ ├── data-manager-configure-map-edit-customer-entity.png │ │ ├── data-manager-configure-map-edit.png │ │ ├── data-manager-configure-map-ingested-entities.png │ │ ├── data-manager-configure-map-search-fields-example.png │ │ ├── data-manager-configure-map-semantic-type-recommendation.png │ │ ├── data-manager-entities-data.png │ │ ├── data-manager-entities-fields.PNG │ │ ├── data-manager-entities-summary.png │ │ ├── data-sources-copied.png │ │ ├── edit-access-key.png │ │ ├── edit-option-data-sources.png │ │ ├── enrichment-add-data.png │ │ ├── enrichment-customer-card.png │ │ ├── enrichment-hub-options-run.png │ │ ├── enrichment-hub-options.png │ │ ├── enrichment-hub-page.png │ │ ├── enrichment-leadspace-configuration.png │ │ ├── enrichment-preview.png │ │ ├── enter-CDS-org-details.png │ │ ├── enter-storage-details.png │ │ ├── environment-settings-dialog.png │ │ ├── expand-segment.png │ │ ├── expanded-segment.png │ │ ├── experian-field-mapping.png │ │ ├── experian-tile.PNG │ │ ├── export-destinations-page-ellipsis.png │ │ ├── export-liveramp-segments.png │ │ ├── gdpr-data-sources.png │ │ ├── gdpr-permissions.png │ │ ├── home-page-environment-switcher.png │ │ ├── home-page-insights.png │ │ ├── import-data-azure-blob-storage.png │ │ ├── incremental-refresh-settings.png │ │ ├── intelligence-categorymapping.png │ │ ├── intelligence-overviewicon.png │ │ ├── intelligence-overviewpredictmissingvalues.png │ │ ├── intelligence-predictionsviewpage.PNG │ │ ├── intelligence-screen2.png │ │ ├── join-imported-data.png │ │ ├── leadspace-tile.png │ │ ├── match-normalization-b2b.png │ │ ├── match-selfconflation-rules.png │ │ ├── match-selfconflation.png │ │ ├── measure-actions.png │ │ ├── measure-definition.png │ │ ├── measures-businessreport-measure-definition2.png │ │ ├── my-enrichments.png │ │ ├── new-workflow.png │ │ ├── power-automate-connector-create-flow.PNG │ │ ├── power-bi-navigator.png │ │ ├── predictive-webservice-control.png │ │ ├── predictive-webservice-deploy.png │ │ ├── profile-customers-b2b.png │ │ ├── profiles-customers.png │ │ ├── profiles-customers3.png │ │ ├── quick-segment-name.png │ │ ├── relationships-add.png │ │ ├── relationships-entities-merge.png │ │ ├── review-entities.png │ │ ├── search-filter.png │ │ ├── segment-differentiators.png │ │ ├── segment-overlap.png │ │ ├── segment-time-range.png │ │ ├── segmentation-either-condition.png │ │ ├── segmentation-group1-2.png │ │ ├── segments-multiple-relationships.png │ │ ├── segments-predictoption.PNG │ │ ├── segments-selected-segment.png │ │ ├── select-analytical-entities.png │ │ ├── select-display-name.png │ │ ├── subscription-churn-activitytype.PNG │ │ ├── subscription-churn-customeractivitiesmapping.PNG │ │ ├── subscription-churn-influentialfactors.PNG │ │ ├── subscription-churn-logsbutton.PNG │ │ ├── subscription-churn-modelperformance.PNG │ │ ├── subscription-churn-mypredictions.PNG │ │ ├── subscription-churn-resultdistribution.PNG │ │ ├── subscription-churn-subscriptionhistorymapping.PNG │ │ ├── subscription-churn-subscriptionhistoryrelationship.PNG │ │ ├── subscription-churn-usethismodel.PNG │ │ ├── subscription-churn-verticalellipses.PNG │ │ ├── system-tabs.png │ │ └── teams-bot.png ├── docfx.json └── includes │ ├── cc-beta-prerelease-disclaimer.md │ ├── cc-copy-doc-provided-as-is.md │ ├── cc-copy-examples-are-fictitious.md │ ├── cc-copy-no-legal-rights-use-internally.md │ ├── cc-copy-other-trademarks.md │ ├── cc-copy-videos-ebooks-link-english.md │ ├── cc-copy-year-all-rights-reserved.md │ ├── cc-data-platform-banner.md │ ├── cc-early-access-2020w1.md │ ├── cc-early-access.md │ ├── cc-microsoft.md │ ├── cc-preview-features-definition.md │ ├── cc-preview-features-expect-changes.md │ ├── cc-preview-features-no-ms-support.md │ ├── cc-privacy-market-insights-azure-event-hubs.md │ ├── cc-privacy-market-insights-bing-social-check.md │ ├── cc-privacy-market-insights-cookies.md │ ├── cc-privacy-market-insights-engagement-analytics.md │ ├── cc-privacy-market-insights-index-cached-data.md │ ├── cc-privacy-market-insights-ms-cognitive-services.md │ ├── cc-privacy-market-insights-partners.md │ ├── cc-privacy-market-insights-post-and-automation-rules.md │ ├── cc-privacy-market-insights-social-services-content.md │ ├── cc-privacy-note-azure-trust-center.md │ ├── cc-privacy-relationship-insights-auto-capture.md │ ├── cc-privacy-relationship-insights-email-engagement.md │ ├── cc-privacy-relationship-insights-relationship-analytics.md │ ├── cc-privacy-relationship-insights-relationship-assistant.md │ ├── cc_applies_to_update_8_2_0.md │ ├── cc_applies_to_update_9_0_0.md │ ├── footer-banner.md │ ├── market-insights-eos.md │ ├── pn-azure-event-hubs.md │ ├── pn-azure-service-bus.md │ ├── pn-azure-service-fabric.md │ ├── pn-azure-shortest.md │ ├── pn-azure-storage-account.md │ ├── pn-azure-stream-analytics.md │ ├── pn-bing-maps.md │ ├── pn-bing.md │ ├── pn-crm-2016.md │ ├── pn-crm-8-2-0-online.md │ ├── pn-crm-8-2-0-op-subsequent.md │ ├── pn-crm-8-2-0-op.md │ ├── pn-crm-8-2-0.md │ ├── pn-crm-9-0-2-online.md │ ├── pn-crm-app-for-outlook-short.md │ ├── pn-crm-online-2015-update-1.md │ ├── pn-crm-online-shortest.md │ ├── pn-crm-online.md │ ├── pn-crm-onprem.md │ ├── pn-crm-shortest.md │ ├── pn-customer-insights-full.md │ ├── pn-customer-insights-short.md │ ├── pn-dyn-365-field-service.md │ ├── pn-dyn-365-op.md │ ├── pn-dyn-365-phones.md │ ├── pn-dyn-365-sales.md │ ├── pn-dyn-365-service.md │ ├── pn-dyn-365-tablets.md │ ├── pn-dyn-365.md │ ├── pn-dynamics-365.md │ ├── pn-dynamics-ai-sales.md │ ├── pn-dynamics-crm-online.md │ ├── pn-dynamics-crm.md │ ├── pn-dynamics-sales-insights.md │ ├── pn-excel-short.md │ ├── pn-exchange-online.md │ ├── pn-exchange.md │ ├── pn-field-service.md │ ├── pn-internet-explorer.md │ ├── pn-internet-facing-deployment.md │ ├── pn-linkedin.md │ ├── pn-market-insights-long.md │ ├── pn-market-insights-short.md │ ├── pn-microsoft-azure-event-hubs.md │ ├── pn-microsoft-dynamics.md │ ├── pn-microsoft-edge.md │ ├── pn-microsoft-exchange-online.md │ ├── pn-microsoft-exchange.md │ ├── pn-microsoft-power-bi.md │ ├── pn-microsoft-support.md │ ├── pn-microsoftcrm.md │ ├── pn-ms-dyn-365-for-sales.md │ ├── pn-ms-dyn-365.md │ ├── pn-ms-msn-money.md │ ├── pn-ms-office-365.md │ ├── pn-ms-outlook-short.md │ ├── pn-ms-sharepoint-long.md │ ├── pn-ms-windows-long.md │ ├── pn-ms-windows-short.md │ ├── pn-office-365-admin-center.md │ ├── pn-office-365-groups.md │ ├── pn-office-365.md │ ├── pn-onedrive-for-business.md │ ├── pn-power-bi.md │ ├── pn-sales-business-doc-name-shortest.md │ ├── pn-sales-business-doc-name.md │ ├── pn-sharepoint-short.md │ ├── pn-social-engagement-long.md │ ├── pn-social-engagement-short.md │ ├── pn-social-insights.md │ ├── pn-stream-analytics.md │ ├── pn-windows-azure.md │ ├── pn-windows-phone-8.md │ ├── pn-windows-phone-81.md │ ├── proc-more-information-md.md │ ├── proc-more-information.md │ ├── proc-permissions-admin-power-analyst.md │ ├── proc-permissions-admin.md │ ├── public-preview.md │ ├── tn-android.md │ ├── tn-apple-ipad.md │ ├── tn-apple-iphone.md │ ├── tn-apple-safari.md │ ├── tn-apple.md │ ├── tn-disqus.md │ ├── tn-facebook.md │ ├── tn-google-chrome.md │ ├── tn-instagram.md │ ├── tn-ios.md │ ├── tn-ipad.md │ ├── tn-iphone.md │ ├── tn-mozilla-firefox.md │ ├── tn-reddit.md │ ├── tn-twitter.md │ └── tn-youtube.md └── show-example-sections.png /.acrolinx-config.edn: -------------------------------------------------------------------------------- 1 | {:allowed-branchname-matches ["^main$"] 2 | :allowed-filename-matches ["ai-docs"] 3 | :use-skip-label true 4 | :targets 5 | { 6 | :scores 7 | { 8 | :qualityscore 80 9 | } 10 | } 11 | :guidance-profile "dc59e3ef-24fd-46d7-9156-0491aaae6bef" ;; Profile ID for "BAG-specific" 12 | :acrolinx-check-settings 13 | { 14 | "languageId" "en" 15 | "ruleSetName" "Standard" 16 | "requestedFlagTypes" ["SPELLING" "GRAMMAR" "STYLE" 17 | "TERMINOLOGY_DEPRECATED" 18 | "TERMINOLOGY_VALID" 19 | "VOICE_GUIDANCE" 20 | ] 21 | "termSetNames" ["BAG" "Microsoft" "Products"] 22 | } 23 | } 24 | -------------------------------------------------------------------------------- /.gitattributes: -------------------------------------------------------------------------------- 1 | # Set the default behavior, in case people don't have core.autocrlf set. 2 | * text=auto 3 | 4 | # Explicitly declare text files you want to always be normalized and converted 5 | # to native line endings on checkout. 6 | *.c text 7 | *.h text 8 | 9 | # Declare files that will always have CRLF line endings on checkout. 10 | *.sln text eol=crlf 11 | 12 | # Denote all files that are truly binary and should not be modified. 13 | *.png binary 14 | *.jpg binary -------------------------------------------------------------------------------- /.github/ISSUE_TEMPLATE/config.yml: -------------------------------------------------------------------------------- 1 | blank_issues_enabled: false 2 | contact_links: 3 | - name: Important update on GitHub Issues [select Open to know more] 4 | url: https://learn.microsoft.com/office/new-feedback 5 | about: We're transitioning our feedback experience away from GitHub Issues. For more information, select Open. -------------------------------------------------------------------------------- /.gitignore: -------------------------------------------------------------------------------- 1 | log/ 2 | obj/ 3 | _site/ 4 | .optemp/ 5 | _themes*/ 6 | _repo.*/ 7 | .vs/ 8 | .vscode/ 9 | CODEOWNERS 10 | 11 | .openpublishing.buildcore.ps1 12 | -------------------------------------------------------------------------------- /.openpublishing.publish.config.json: -------------------------------------------------------------------------------- 1 | { 2 | "docsets_to_publish": [ 3 | { 4 | "docset_name": "ai-docs", 5 | "build_source_folder": "ai-docs", 6 | "build_output_subfolder": "ai-docs", 7 | "locale": "en-us", 8 | "monikers": [], 9 | "moniker_ranges": [], 10 | "open_to_public_contributors": true, 11 | "type_mapping": { 12 | "Conceptual": "Content", 13 | "ManagedReference": "Content", 14 | "RestApi": "Content" 15 | }, 16 | "build_entry_point": "docs", 17 | 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-------------------------------------------------------------------------------- 1 | - name: Dynamics 365 Customer Insights 2 | href: /dynamics365/customer-insights/ 3 | 4 | - name: Product overview 5 | href: /dynamics365/customer-insights/audience-insights/overview 6 | 7 | - name: New and updated features 8 | href: /dynamics365/customer-insights/audience-insights/whats-new-audience-insights 9 | 10 | - name: Free trial 11 | href: https://dynamics.microsoft.com/en-us/get-started/?appname=customerinsights 12 | 13 | - name: Access your instance 14 | href: https://home.ci.ai.dynamics.com/ 15 | 16 | - name: Get started 17 | items: 18 | - name: Create a new environment 19 | href: /dynamics365/customer-insights/audience-insights/home 20 | - name: Create a unified customer profile 21 | href: /training/modules/unified-customer-profile/ 22 | - name: Work with the app 23 | href: /training/modules/working-with-customer-insights/ 24 | 25 | - name: Data sources 26 | items: 27 | - name: Data sources overview 28 | href: /dynamics365/customer-insights/audience-insights/data-sources 29 | - name: Add data sources via Power Query connectors 30 | href: /dynamics365/customer-insights/audience-insights/connect-power-query 31 | - name: Add a Common Data Model folder as a data source 32 | href: /dynamics365/customer-insights/audience-insights/connect-common-data-model 33 | - name: Add Common Data Service managed data lake 34 | href: /dynamics365/customer-insights/audience-insights/connect-common-data-service-lake 35 | - name: Incremental refresh for data sources 36 | href: /dynamics365/customer-insights/audience-insights/incremental-refresh-data-sources 37 | - name: Real-time data ingestion 38 | href: /dynamics365/customer-insights/audience-insights/real-time-data-ingestion 39 | - name: Understand entities and datasets 40 | href: /dynamics365/customer-insights/audience-insights/entities 41 | 42 | - name: Data unification 43 | items: 44 | - name: Unification overview 45 | href: /dynamics365/customer-insights/audience-insights/data-unification 46 | - name: Map entities and attributes 47 | href: /dynamics365/customer-insights/audience-insights/map-entities 48 | - name: Match entities 49 | href: /dynamics365/customer-insights/audience-insights/match-entities 50 | - name: Merge entities 51 | href: /dynamics365/customer-insights/audience-insights/merge-entities 52 | - name: Review unified customer profiles 53 | href: /dynamics365/customer-insights/audience-insights/customer-profiles 54 | - name: Filter unified customer profiles 55 | href: /dynamics365/customer-insights/audience-insights/search-filter-index 56 | - name: Build relationships and connected entities 57 | href: /dynamics365/customer-insights/audience-insights/relationships 58 | - name: List customer activities 59 | href: /dynamics365/customer-insights/audience-insights/activities 60 | 61 | - name: Data enrichment 62 | items: 63 | - name: Enrich customer profiles 64 | href: /dynamics365/customer-insights/audience-insights/enrichment-hub 65 | - name: Brand and interest affinities 66 | href: /dynamics365/customer-insights/audience-insights/enrichment-microsoft-graph 67 | - name: Enrich with Leadspace 68 | href: /dynamics365/customer-insights/audience-insights/enrichment-leadspace 69 | - name: Enrich with Experian 70 | href: /dynamics365/customer-insights/audience-insights/enrichment-experian 71 | 72 | - name: Segments and measures 73 | items: 74 | - name: Create segments and customer groups 75 | href: /dynamics365/customer-insights/audience-insights/segments 76 | - name: Get insights on segments 77 | href: /dynamics365/customer-insights/audience-insights/segment-insights 78 | - name: Find similar customers 79 | href: /dynamics365/customer-insights/audience-insights/find-similar-customer-segments 80 | - name: Define measures and KPIs 81 | href: /dynamics365/customer-insights/audience-insights/measures 82 | 83 | - name: Predictions 84 | items: 85 | - name: Complete data using value predictions 86 | href: /dynamics365/customer-insights/audience-insights/predictions 87 | - name: Predict subscription churn 88 | href: /dynamics365/customer-insights/audience-insights/predict-subscription-churn 89 | - name: Implement custom machine learning models 90 | href: /dynamics365/customer-insights/audience-insights/custom-models 91 | - name: Experiments with Azure Machine learning 92 | href: /dynamics365/customer-insights/audience-insights/azure-machine-learning-experiments 93 | 94 | 95 | - name: Export options 96 | items: 97 | - name: Discover export destinations 98 | href: /dynamics365/customer-insights/audience-insights/export-destinations 99 | - name: Azure Blob Storage 100 | href: /dynamics365/customer-insights/audience-insights/export-azure-blob-storage 101 | - name: Dynamics 365 Customer Service (Add-in) 102 | href: /dynamics365/customer-insights/audience-insights/customer-card-add-in 103 | - name: Dynamics 365 Marketing 104 | href: /dynamics365/customer-insights/audience-insights/export-dynamics365-marketing 105 | - name: Dynamics 365 Sales 106 | href: /dynamics365/customer-insights/audience-insights/export-dynamics365-sales 107 | - name: Dynamics 365 Sales Hub (Add-in) 108 | href: /dynamics365/customer-insights/audience-insights/customer-card-add-in 109 | - name: Facebook Ads Manager 110 | href: /dynamics365/customer-insights/audience-insights/export-facebook 111 | - name: LiveRamp 112 | href: /dynamics365/customer-insights/audience-insights/export-liveramp 113 | - name: Microsoft Teams (bot) 114 | href: /dynamics365/customer-insights/audience-insights/export-teams-bot 115 | - name: Power BI 116 | href: /dynamics365/customer-insights/audience-insights/export-power-bi 117 | - name: Power Apps 118 | href: /dynamics365/customer-insights/audience-insights/export-power-apps 119 | - name: Power Automate 120 | href: /dynamics365/customer-insights/audience-insights/export-power-automate 121 | - name: SFTP 122 | href: /dynamics365/customer-insights/audience-insights/export-sftp 123 | 124 | - name: Administration 125 | items: 126 | - name: Set up the system configuration 127 | href: /dynamics365/customer-insights/audience-insights/system 128 | - name: Assign user permissions 129 | href: /dynamics365/customer-insights/audience-insights/permissions 130 | - name: Manage multiple environments 131 | href: /dynamics365/customer-insights/audience-insights/manage-environments 132 | - name: Supported languages 133 | href: /dynamics365/customer-insights/audience-insights/supported-languages 134 | 135 | - name: Extensibility 136 | items: 137 | - name: Review the entity schemas in Common Data Model 138 | href: /dynamics365/customer-insights/audience-insights/entity-schemas 139 | - name: Work with APIs 140 | href: /dynamics365/customer-insights/audience-insights/apis 141 | 142 | - name: DSR requests under GDPR 143 | href: /dynamics365/customer-insights/audience-insights/gdpr 144 | 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Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. -------------------------------------------------------------------------------- /ai-docs/includes/cc-copy-examples-are-fictitious.md: -------------------------------------------------------------------------------- 1 | Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. -------------------------------------------------------------------------------- /ai-docs/includes/cc-copy-no-legal-rights-use-internally.md: -------------------------------------------------------------------------------- 1 | This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. -------------------------------------------------------------------------------- /ai-docs/includes/cc-copy-other-trademarks.md: -------------------------------------------------------------------------------- 1 | All other trademarks are property of their respective owners. -------------------------------------------------------------------------------- /ai-docs/includes/cc-copy-videos-ebooks-link-english.md: -------------------------------------------------------------------------------- 1 | The videos and eBooks might be in English only. Also, if you click the links, you may be redirected to a U.S. website whose content is in English. -------------------------------------------------------------------------------- /ai-docs/includes/cc-copy-year-all-rights-reserved.md: -------------------------------------------------------------------------------- 1 | © 2017 Microsoft. All rights reserved. -------------------------------------------------------------------------------- /ai-docs/includes/cc-data-platform-banner.md: -------------------------------------------------------------------------------- 1 | > [!NOTE] 2 | > Effective November 2020: 3 | > - Common Data Service has been renamed to Microsoft Dataverse. [Learn more](https://aka.ms/PAuAppBlog) 4 | > - Some terminology in Microsoft Dataverse has been updated. For example, *entity* is now *table* and *field* is now *column*. [Learn more](/powerapps/maker/data-platform/data-platform-intro) 5 | > 6 | > This article will be updated soon to reflect the latest terminology. -------------------------------------------------------------------------------- /ai-docs/includes/cc-early-access-2020w1.md: -------------------------------------------------------------------------------- 1 | > [!NOTE] 2 | > This is an early access feature. You can opt in early to enable these features in your environment, which will allow you to test these features and then adopt them across your environments. 3 | For information about how to enable these features, see Opt in to 2020 release wave 1 updates [Opt in to 2020 release wave 1 updates](/power-platform/admin/opt-in-early-access-updates). -------------------------------------------------------------------------------- /ai-docs/includes/cc-early-access.md: -------------------------------------------------------------------------------- 1 | > [!NOTE] 2 | > This is an early access feature. You can opt in early to enable these features in your environment, which will allow you to test these features and then adopt them across your environments. 3 | For information about how to enable these features, see [Opt in to early access updates](/power-platform/admin/opt-in-early-access-updates). -------------------------------------------------------------------------------- /ai-docs/includes/cc-microsoft.md: -------------------------------------------------------------------------------- 1 | Microsoft -------------------------------------------------------------------------------- /ai-docs/includes/cc-preview-features-definition.md: -------------------------------------------------------------------------------- 1 | A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality. -------------------------------------------------------------------------------- /ai-docs/includes/cc-preview-features-expect-changes.md: -------------------------------------------------------------------------------- 1 | We expect changes to this feature, so you shouldn’t use it in production. Use it only in test and development environments. -------------------------------------------------------------------------------- /ai-docs/includes/cc-preview-features-no-ms-support.md: -------------------------------------------------------------------------------- 1 | Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate [supplemental terms of use](/dynamics365/legal/supp-dynamics365-preview). -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-azure-event-hubs.md: -------------------------------------------------------------------------------- 1 | By enabling Market Insights to connect to [Azure Event Hubs](/azure/event-hubs/event-hubs-about), you will allow social data to be streamed to event hubs using automation rules. Azure Event Hubs stores the social data streamed from Market Insights for a [pre-configured period of time](/azure/event-hubs/event-hubs-faq) and any application that can listen to the event hub will be able to access, store and/or process this data. 2 | 3 | Note that the social data sent from Market Insights includes information regarding the social post (author and text) as well as enriched information such as Language, Location, Sentiment, Tags, etc. For complete information on the content of a social post sent to event hubs, please see the [JSON schema definition](/dynamics365/ai/includes/help-hub). -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-bing-social-check.md: -------------------------------------------------------------------------------- 1 | For every new or changed search topic configuration we run an initial estimation with third-party social content providers to assess the amount of posts we will acquire with your provided search topic configuration. For this purpose your keywords, inclusions, exclusions, and applied language filters will be submitted to third-party social content providers. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-cookies.md: -------------------------------------------------------------------------------- 1 | Market Insights uses session cookies to allow users to move from page to page without having to sign in again on each page. At the user’s direction, we may use cookies to store credentials to facilitate authentication for future sessions. 2 | Session cookies are essential to operate Market Insights; there is no option to opt out of these cookies. However, sign-in cookies are stored only at the user’s request. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-engagement-analytics.md: -------------------------------------------------------------------------------- 1 | To enable engagement and analytics scenarios, in some cases Market Insights connects to the third-party services Twitter and Facebook for the retrieval of Social Content. When establishing these connections, certain data, such as your IP address, may be shared with those services. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-index-cached-data.md: -------------------------------------------------------------------------------- 1 | Market Insights stores customer search configurations and data curations in tenant-separated databases (customer data). The customer data is then cached on the server side in an internal application, to allow common retrieval indexing for the sole purpose of maximizing solution performance. 2 | Access to index cached data (customer data) is handled exclusively by the internal application, and does not allow users to access or modify index cached data interactively in the internal application. After a subscription license agreement is terminated, customer index cached data is removed after a period of 180 days, according to our data retention policies. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-ms-cognitive-services.md: -------------------------------------------------------------------------------- 1 | Market Insights uses Microsoft Cognitive Services to detect the language of the content in private messages from [!INCLUDE[](tn-twitter.md)] and [!INCLUDE[](tn-facebook.md)] pages. To detect the language, only the title and content of private messages are sent to Microsoft Cognitive Services. The title and content of private messages are not stored in Microsoft Cognitive Services. Review the [privacy statement for Microsoft Cognitive Services](https://go.microsoft.com/fwlink/p/?linkid=867081). 2 | -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-partners.md: -------------------------------------------------------------------------------- 1 | If you designate a Microsoft partner (for example, by trying or purchasing Microsoft Dynamics 365 Market Insights in response to a partner request or quote, or by designating a partner to assist in the use or administration of Market Insights), Microsoft will make your information available to the partner as you direct. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-post-and-automation-rules.md: -------------------------------------------------------------------------------- 1 | By enabling Market Insights to connect to [!INCLUDE[pn_microsoftcrm](pn-microsoftcrm.md)] apps, you will allow data to be sent to [!INCLUDE[pn_crm_shortest](pn-crm-shortest.md)] using an individual action on a post or automation rules. 2 | 3 | [!INCLUDE[pn_crm_shortest](pn-crm-shortest.md)] [stores the data](https://go.microsoft.com/fwlink/p/?linkid=867082) from Market Insights as a SocialActivity and a SocialProfile entity, and subsequently may convert the SocialActivity into a different record type based on predefined rules. Any [!INCLUDE[pn_crm_shortest](pn-crm-shortest.md)] user with the required permission to access [!INCLUDE[pn_crm_shortest](pn-crm-shortest.md)] records will be able to access and/or process this data. 4 | 5 | Note that the data sent from Market Insights includes both Social Content and customer data. Specifically, the data includes Social Content information about the social post (author and text) as well as customer data in the form of enriched information, such as sentiment and tags. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-market-insights-social-services-content.md: -------------------------------------------------------------------------------- 1 | Microsoft Dynamics 365 Market Insights offers hosted online services available to a wide variety of customers and comprises the following social capability components within the software application: 2 | 3 | **Social Media Monitoring** – ability to listen to and monitor publicly available social communications across public and managed networks administered by third parties. 4 | 5 | **Social Analytics** – ability to identify, compute, and project queries related to publicly available documents and posts. 6 | 7 | Please note that Market Insights may enable access to third-party services, such as Twitter, Facebook, Tumblr, YouTube, and blogs whose privacy practices may differ from Market Insights. Your use of such services, and any information you provide to them, is governed by their service-specific privacy statements. When establishing these connections, certain data, such as the search query used to retrieve the Social Content and your IP address, may be shared with those services. You are encouraged to review these other privacy statements. You are also encouraged to review the Microsoft Online Services Terms. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-note-azure-trust-center.md: -------------------------------------------------------------------------------- 1 | **Note:** For more information about additional [!INCLUDE[pn_azure_shortest](pn-azure-shortest.md)] service offerings, see the [Microsoft Azure Trust Center](https://azure.microsoft.com/support/trust-center/). -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-relationship-insights-auto-capture.md: -------------------------------------------------------------------------------- 1 | By enabling the Auto Capture feature, [!INCLUDE[pn_Exchange](pn-exchange.md)] data is retrieved by [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)], but not stored, to show email activity to the signed-in user. Users can explicitly 'track' these emails to copy [!INCLUDE[pn_Exchange](pn-exchange.md)] emails into [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] as an Email Activity, to be shared with the appropriate users as configured by [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] permissions. 2 | 3 | An administrator enables and disables the Auto Capture feature by navigating to **Settings** > **Sales Insights settings**, clicking the **Auto Capture** page, and then making the appropriate selection. A user can also disable the Auto Capture feature on the Email tab within **Personal Options**, by changing **Show email not tracked in Dynamics 365 in the Activities list** to **No**. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-relationship-insights-email-engagement.md: -------------------------------------------------------------------------------- 1 | By enabling Email Engagement, when an email marked with the **Follow** setting is sent from [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)], information about interactions with the email by recipients will be collected and stored in [!INCLUDE[pn_azure_shortest](pn-azure-shortest.md)] for the purposes of computing recipient activity KPIs and interactions on “followed” emails. 2 | 3 | A system administrator enables Email Engagement from the **Email Engagement** page within Sales Insights settings. Administrators can subsequently disable Email Engagement. 4 | 5 | When the feature has been disabled, emails sent from [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] cannot be followed, either from the user interface or programmatically. Also, recipient interaction data will no longer be collected on sent emails that were marked with the **Follow** setting. Any data previously collected will remain in [!INCLUDE[pn_azure_shortest](pn-azure-shortest.md)] and will be available again if the feature is re-enabled in the organization. Data is retained for 90 days after customers terminate their subscription with Microsoft. [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] users can also disable the Email Engagement functionality on a per Contact or per Lead basis by changing the **Follow Email** setting under **Contact Preferences**. 6 | 7 | [!INCLUDE[pn_azure_shortest](pn-azure-shortest.md)] components and services that are involved with Email Engagement functionality are detailed below. 8 | 9 | [!INCLUDE[cc_privacy_note_azure_trust_center](cc-privacy-note-azure-trust-center.md)] 10 | 11 | **[!INCLUDE[pn_azure_storage_account](pn-azure-storage-account.md)]** 12 | 13 | The Email Engagement feature uses [!INCLUDE[pn_azure_storage_account](pn-azure-storage-account.md)] to temporarily store email interaction blobs. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-relationship-insights-relationship-analytics.md: -------------------------------------------------------------------------------- 1 | By enabling Relationship Analytics, a Embedded intelligence feature, [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] customer data, including user identifiable information, will be sent to and stored in [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)], a service running in Azure, for the purposes of computing relationship KPIs between [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] users and customers. The data will also be temporarily stored in [!INCLUDE[pn_azure_service_fabric](pn-azure-service-fabric.md)] and processed for additional output, such as relationship health and trends, and then that information is returned to [!INCLUDE[pn_customerinsight_short](pn-customer-insights-short.md)], and subsequently to [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)]. 2 | 3 | An administrator can enable the Relationship Analytics feature by installing it as a solution in the [!INCLUDE[pn_microsoftcrm](pn-microsoftcrm.md)] organization. In addition, an administrator can subsequently disable the feature by uninstalling this solution from the [!INCLUDE[pn_microsoftcrm](pn-microsoftcrm.md)] organization. 4 | 5 | By enabling [!INCLUDE[pn_Exchange](pn-exchange.md)] data as a data source, you will be sending [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] customer data, including end-user identifiable information, from [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)] to [!INCLUDE[pn_Exchange_Online](pn-exchange-online.md)] for purposes of gathering additional data, which will be used for KPI computations and to create other analytics. In order to fully enable this feature, you will be required to have the [!INCLUDE[pn_Office_365](pn-office-365.md)][!INCLUDE[pn_Exchange](pn-exchange.md)] administrator also agree to a separate consent statement in the [!INCLUDE[pn_Exchange](pn-exchange.md)] application. Once both administrators have provided consent through the applicable products, [!INCLUDE[pn_Exchange](pn-exchange.md)] will provide email and meeting metadata, which will be stored in [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)] and used for the purposes of improving KPI computations and potentially other analytics as decided by the [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)] administrator. Disabling the [!INCLUDE[pn_Exchange](pn-exchange.md)] data as a data source in the Relationship Analytics configuration will not remove [!INCLUDE[pn_Exchange](pn-exchange.md)] data from [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)]. Removal of [!INCLUDE[pn_Exchange](pn-exchange.md)] data in [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)] can ONLY be accomplished directly from [!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)]. 6 | 7 | [!INCLUDE[pn_azure_shortest](pn-azure-shortest.md)] components and services that are involved with Relationship Analytics are detailed in the following sections. 8 | 9 | [!INCLUDE[cc_privacy_note_azure_trust_center](cc-privacy-note-azure-trust-center.md)] 10 | 11 | **[!INCLUDE[pn_customerinsight_full](pn-customer-insights-full.md)]** 12 | 13 | [!INCLUDE[pn_customerinsight_short](pn-customer-insights-short.md)], a service running in [!INCLUDE[pn_azure_shortest](pn-azure-shortest.md)], stores [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] data, including personally identifiable information about customers, for the purpose of computing output for the Relationship Analytics feature. The preview of [!INCLUDE[pn_customerinsight_short](pn-customer-insights-short.md)] is subject to these [supplemental terms of use for preview features](/dynamics365/legal/supp-dynamics365-preview). 14 | 15 | [Learn more about the preview of Customer Insights](https://azure.microsoft.com/en-us/services/customer-insights/). 16 | 17 | [Azure Service Fabric](https://azure.microsoft.com/services/service-fabric/) 18 | 19 | [!INCLUDE[pn_azure_service_fabric](pn-azure-service-fabric.md)] is used to temporarily store [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] data, including personally identifiable information about customers, for the purpose of computing output for the Relationship Analytics feature. -------------------------------------------------------------------------------- /ai-docs/includes/cc-privacy-relationship-insights-relationship-assistant.md: -------------------------------------------------------------------------------- 1 | By enabling the Assistant insights based on exchange, limited exchange data, which includes a sender's name and email address as well as excerpts of the email body, are retrieved (but are not stored in [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)]), for the purpose of showing relevant insights of your email. Further, the Assistant can be configured to retrieve information with regards to news and flight information, by sending out requests to Bing (which is not considered [!INCLUDE[pn_ms_dyn_365](pn-ms-dyn-365.md)] Core Services). An administrator can enable and disable the Assistant by navigating to **Settings** > **Sales Insights**, clicking the **Assistant** tab, and then making the appropriate selection. 2 | 3 | The external components involved with Assistant functionality are detailed in the following sections. 4 | 5 | **[!INCLUDE[pn_bing](pn-bing.md)]** 6 | 7 | Assistant uses [!INCLUDE[pn_bing](pn-bing.md)] to search for relevant news to display to a user by using the account names from that user’s [!INCLUDE[pn_dynamics_crm](pn-dynamics-crm.md)] data. 8 | -------------------------------------------------------------------------------- /ai-docs/includes/cc_applies_to_update_8_2_0.md: -------------------------------------------------------------------------------- 1 | Applies to Dynamics 365 (online), version 8.x -------------------------------------------------------------------------------- /ai-docs/includes/cc_applies_to_update_9_0_0.md: -------------------------------------------------------------------------------- 1 | Applies to Dynamics 365 (online), version 9.x -------------------------------------------------------------------------------- /ai-docs/includes/footer-banner.md: -------------------------------------------------------------------------------- 1 | 2 | -------------------------------------------------------------------------------- /ai-docs/includes/market-insights-eos.md: -------------------------------------------------------------------------------- 1 | > [!IMPORTANT] 2 | > Dynamics 365 Market Insights Preview is no longer available as a standalone application to new customers starting on April 10, 2020 and will end the service for all existing customers on May 11, 2020. We will incorporate the core technology and learnings from Market Insights Preview into [Dynamics 365 Customer Insights](https://dynamics.microsoft.com/ai/customer-insights/) and [Microsoft Bing Industry Updates](https://newspro.microsoft.com/baw/homepage). Read the [Market Insights discontinuation FAQ](../market-insights/eos-faq.yml) to learn more. 3 | -------------------------------------------------------------------------------- /ai-docs/includes/pn-azure-event-hubs.md: -------------------------------------------------------------------------------- 1 | Azure Event Hubs -------------------------------------------------------------------------------- /ai-docs/includes/pn-azure-service-bus.md: -------------------------------------------------------------------------------- 1 | Azure Service Bus -------------------------------------------------------------------------------- /ai-docs/includes/pn-azure-service-fabric.md: -------------------------------------------------------------------------------- 1 | Azure Service Fabric -------------------------------------------------------------------------------- /ai-docs/includes/pn-azure-shortest.md: -------------------------------------------------------------------------------- 1 | Azure 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-------------------------------------------------------------------------------- 1 | Microsoft Dynamics 365 -------------------------------------------------------------------------------- /ai-docs/includes/pn-crm-8-2-0-online.md: -------------------------------------------------------------------------------- 1 | December 2016 Update for Dynamics 365 (online) -------------------------------------------------------------------------------- /ai-docs/includes/pn-crm-8-2-0-op-subsequent.md: -------------------------------------------------------------------------------- 1 | December 2016 Service Pack for Dynamics 365 (on-premises) -------------------------------------------------------------------------------- /ai-docs/includes/pn-crm-8-2-0-op.md: -------------------------------------------------------------------------------- 1 | December 2016 Service Pack for Microsoft Dynamics 365 (on-premises) -------------------------------------------------------------------------------- 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/ai-docs/includes/pn-onedrive-for-business.md: -------------------------------------------------------------------------------- 1 | OneDrive for Business -------------------------------------------------------------------------------- /ai-docs/includes/pn-power-bi.md: -------------------------------------------------------------------------------- 1 | Power BI -------------------------------------------------------------------------------- /ai-docs/includes/pn-sales-business-doc-name-shortest.md: -------------------------------------------------------------------------------- 1 | Sales 2 | -------------------------------------------------------------------------------- /ai-docs/includes/pn-sales-business-doc-name.md: -------------------------------------------------------------------------------- 1 | Dynamics 365 for Sales 2 | -------------------------------------------------------------------------------- /ai-docs/includes/pn-sharepoint-short.md: 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| Stream Analytics -------------------------------------------------------------------------------- /ai-docs/includes/pn-windows-azure.md: -------------------------------------------------------------------------------- 1 | Azure -------------------------------------------------------------------------------- /ai-docs/includes/pn-windows-phone-8.md: -------------------------------------------------------------------------------- 1 | Windows Phone 8 -------------------------------------------------------------------------------- /ai-docs/includes/pn-windows-phone-81.md: -------------------------------------------------------------------------------- 1 | Windows Phone 8.1 -------------------------------------------------------------------------------- /ai-docs/includes/proc-more-information-md.md: -------------------------------------------------------------------------------- 1 | More information: -------------------------------------------------------------------------------- /ai-docs/includes/proc-more-information.md: -------------------------------------------------------------------------------- 1 | More information: -------------------------------------------------------------------------------- /ai-docs/includes/proc-permissions-admin-power-analyst.md: -------------------------------------------------------------------------------- 1 | You need to be a Social Engagement Administrator or Power Analyst to perform this task. -------------------------------------------------------------------------------- /ai-docs/includes/proc-permissions-admin.md: -------------------------------------------------------------------------------- 1 | You need to be a Social Engagement Administrator to perform this task. -------------------------------------------------------------------------------- /ai-docs/includes/public-preview.md: -------------------------------------------------------------------------------- 1 | > [!NOTE] 2 | > This feature is in Public preview. 3 | 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