I AM CUSTOMER INSIGHTS TEAM IT'S 
ONE OF THE NEWEST ADDITIONS TO THE 
DYNAMICS 365 FAMILY . AND YOU HEARD 
JAMES TALK TODAY ABOUT HOW WE BUILD 
OFFERING IN DYNAMICS AND AZURE ON 
TOP OF EACH OTHER. THAT WAS PERFECT 
BECAUSE THAT'S REALLY OUR STORY. 
I'M GOING TO SHOW YOU A FEATURE 
AND TALK ABOUT WHAT'S COMING NEXT 
. BEFORE I START YOU CAN FIND US 
LATER WE HAVE STAND THERE YOU CAN 
FIND US AND ASK MORE QUESTIONS. 
I HAVE MY TEAM HERE WITH ME. FEEL 
FREE TO STOP BY AND FIND US. WHAT 
ARE WE DOING? JAMES TALKED ABOUT 
HOW WE NEED TO TAKE ALL THE DATA 
. DATA IS COMING FROM EVERYWHERE. 
CUSTOMERS, PEOPLE, PRODUCTS, SERVICE 
, AND TODAY'S WORLD MOST OF THE 
ORGANIZATION KEEP THEIR DATA KIND 
OF SILENCE THEY USE DIFFERENT SYSTEMS 
FROM ER P FOR C RM, HOW TO RUN THE 
BUSINESS. WHAT CUSTOMER INSIGHTS 
PROVIDES IS THE ABILITY TO BRING 
TOGETHER ALL OF THE DATA IN TO ONE 
PLACE, CREATE A UNIFIED PROFILE 
AND 360 DEGREE VIEW OF THE CUSTOMER 
. THEN APPLY IT AND USE IT OUTSIDE 
LIKE JAMES SAID WE'RE NOT DIS CONNECTED. 
WE'RE NOT A STAND ALONE TOOL. WE 
ARE JUST ONE STEP IN THE PROCESS 
AND I'LL SHOW YOU HO WE ARE CONNECTED 
TO THE REST OF THE TOOLS AND APPLICATIONS 
IN THE DYNAMICS WORLD. HOW DO WE 
DO IT? FIRST, I TALKED ABOUT WE 
TAKE THE DATA, WE BRING IT IN, HOW 
DO WE BRING IT IN? WE HAVE ALL THESE 
PREBUILT CONNECTORS IF YOU ARE FAMILIAR 
WITH POWER BI IS BRINGING DATA IN 
WE'RE DOING THE SAME THING. THE 
POWER BI CONNECTORS TO BRINGING 
DATA FROM ANYWHERE YOU HAVE THE 
DATA. BUILD ON TOP OF AZURE, SECOND 
STEP HOW UNIFY THE DATA WE HAVE 
SOME PRETTY COOL ALGORITHMS TO TAKE 
USERS, DEFINE RULES, BRING THEM 
TOGETHER INTO ONE PROFILE. I'LL 
SHOW YOU HOW IT'S DONE LATER. WHAT 
DO DO YOU WITH THE PROFILE? WE LET 
YOU BUILD ON TOP OF THE DATA, MEASURES 
AND INSIGHTS, ANYTHING THAT YOU 
NEED TO FIRST FIND THE USER THAT 
YOU NEED WHEN YOU NEED THEM, WHERE 
YOU NEED THEM. SECOND RUN YOUR BUSINESS 
PROCESS IF YOU TAKE THE DATA IT'S 
NOT JUST ABOUT THE CUSTOMER IT'S 
ALSO ABOUT YOUR BUSINESS. AND THEN 
WE ALSO ENRICH. SO, WE ARE USING 
THE BING INTELLIGENCE AS EX TENSE 
TO OUR DATA TO ADD MORE INSIGHTS 
IN ADDITION TO WHAT YOU ARE BRINGING 
FROM YOUR ORGANIZATION. SO THINGS 
LIKE, THE AFFINITY TOWARDS DIFFERENT 
CATEGORIES AND BRANDS, I'LL SHOW 
YOU HOW IT LOOKS LIKE. AI IS THE 
NEXT BIG THING. WE HAVE SOME BUILT 
IN CAPABILITIES. WE ARE GOING -- 
YOU HEARD TODAY ABOUT AI BUILDER 
WE ARE GOING TO DO SOME INTEGRATION 
WITH THEM IN THE NEXT FEW MONTHS 
THEY JUST ANNOUNCED TODAY. WE HAVE 
CONNECTORS TO EVERY SINGLE PLACE 
THAT YOU NEED IN DYNAMICS AND OUTSIDE. 
WE HAVE BUILT CON NECK TURNOVERS 
INTO POWER BI, FLOW, APPS, ANY DYNAMICS. 
JUST A SMALL TASTE OF OUR ARCHITECTURE 
, THE MAIN THING I WANT TO CALL 
OUT HERE IS EVERYTHING THAT WE HAVE 
IN OUR SYSTEM, YOU CAN ACCESS EXTERNAL 
LY THROUGH OUR API LAYER IF YOU 
DON'T LIKE OUR APP THAT'S FINE. 
GO BUILD YOUR OWN APP IN POWER APPS. 
BUILD YOUR OWN APP DIRECTEDLY, GET 
THE DATA. ALL OF OUR SERVICES, THROUGH 
API S WE'RE BUILD ON TOP OF AZURE 
YOU'RE BRINGING THE DATA. WE ARE 
ALSO BRINGING THE CAPABILITY TO 
BRING OUR OWN. WE HAVE OUR PROCESSING 
LAYER THAT DOES MERGE, BUILD THE 
SEGMENTS , AND INTEGRATE WITH AZURE. 
THEN WE HAVE THE API LAYERS AS I 
SAID YOU CAN CALL IT DIRECTLY IF 
YOU WANT. WE ARE CONNECTED TO ALL 
OF THESE BECAUSE WE HAVE ONLY 20 
MINUTES I WANT TO SWITCH GEARS SHOW 
YOU OUR TOOL. SO THIS IS CUSTOMER 
INSIGHTS. AGAIN, FOR THIS DEMO PURPOSE 
WE TOOK IMAGINARY CUSTOMER WHICH 
IS OUR CONTOSO. WHICH THEY'RE TRYING 
TO DO BRING TOGETHER THE DATA FROM 
THEIR SALES DYNAMICS 365 FOR SALES 
AND BRINGING ALSO THE RESERVATION 
DATA AND ALSO HOTEL ACTIVITIES DATA 
. CUSTOMERS WENT TO THE RESTAURANT 
OR PURCHASED Wi-Fi OR SPA, SOMETIMES 
THESE ARE CONNECTED. SOMETIMES HOTEL 
STAYS IN THE HOTEL SERVICES ARE 
CONNECTED SOMETIMES USER CAN -- 
CUSTOMER CAN GO TO THE RESTAURANT 
PAY WITH A CREDIT CARD OR NOT BEING 
BEING -- USE SERVICES EVEN NOT JUST 
AS HOTEL GUEST . WE THINK OF THIS 
AS THREE SEPARATE SYSTEMS THAT LIVE 
IN TODAY'S -- IN THEIR ORGANIZATION 
TODAY WE WANT TO BRING THEM TOGETHER. 
SO THE FIRST STEP THAT WE DO IS 
BRING IN THE DATA. THREE DATA SOURCES, 
SALES, RESERVATIONF EACH OF THESE 
WE BRING BOTH PROFILE INFORMATION 
AS WELL AS THEIR TRANSACTIONAL DATA. 
THEN THE NEXT STEP WE HAVE TO UNIFY 
THAT. WE MATCH THE USERS, SO YOU 
CAN CREATE YOUR OWN RULES TO SAY 
WHAT YOU WANT TO MATCH AGAINST. 
YOU CAN MATCH ON E-MAIL , YOU CAN 
MATCH ON NAMES, ON CREDIT CARDS, 
YOU DEFINE THE RULES IN THE FUTURE, 
WE'RE GOING TO AUTOMATE SOME OF 
THAT AND RECOMMEND SOME RULES FOR 
YOU. ONCE WE MATCHED ALL THE USERS 
ACROSS THEN THE LAST STEP IN THE 
UNIFICATION PROCESS IS TO MERGE 
THE PROFILES . AND TO RESULT CON-- 
RESOLVE CONFLICTS ACROSS DIFFERENT 
DATA SOURCES. YOU GET TO DECIDE 
WHERE YOU BRING THE NAME FROM IF 
YOU THINK ONE OF THE DATA SOURCES 
HAS MORE COVERAGE OR DATE IS MORE 
RELIABLE YOU PICK THAT -- YOU'D 
PICK THAT DATA SOURCE TO BE THE 
FIRST ONE. IT IS OUTPUT OF ALL OF 
THAT IS ONE ENTITY CALLED THE CUSTOMER 
ENTITY, THAT WE BASE EVERYTHING 
ON TOP OF THAT. AND ONE THING I 
DID FORGET TO MENTION, WE TREAT 
EVERYTHING IN OUR SYSTEM AS ENTITIES. 
ENTITIES THAT YOU CAN TAKE OUTSIDE, 
YOU CAN EXPORT THEM TO ANYWHERE 
YOU WANT, THEY ARE SCHEMATIZEED, 
THEY WILL BE IN THE FUTURE BUT THE 
JSON MODEL YOU CAN TAKE THEM OUT. 
SINCE WE TREAT EVERYTHING AS ENTITY 
YOU CAN DO ANYTHING YOU DO WITH 
ANY TABLE OR ANY ENTITY FOR OTHER 
PROCESSES. NOW WE HAVE OUR CUSTOMER 
ENTITY . AS I SAID ONE THING YOU 
CAN DO IS TO ENRICH YOUR DATA SO 
I CAN PICK BASED ON DATE, BIRTHDAY, 
GENDER AND ZIP CODES. PICK TWO OUT 
OF THE THREE. TELL US WHAT BRAND 
YOU'RE LOOKING FOR OR WHAT CATEGORIES 
YOU'RE INTERESTED IN AND WE'LL TELL 
YOU IF YOUR CUSTOMERS HAVE AFFINITY 
TOWARDS THESE BRANDS. THESE DATA 
TODAY MOSTLY USEFUL IN NORTH AMERICA 
BUT WE'RE BRING ING MORE DATA SOURCES 
IN AND WE'RE ALSO GOING TO ENABLE 
IN THE FUTURE BRINGING YOUR OWN 
KIND OF THIRD PARTY DATA INTO THE 
SYSTEM AND ENRICH YOUR CUSTOMERS. 
THE OTHER THING THAT YOU WANT TO 
DO, TO CONFIGURE THE ACTIVITIES 
BECAUSE NOW -- NOT ONLY YOU CONSIDER 
UNION FILED BUT YOU CAN SEE ALL 
OF THEIR ACTIONS ACROSS ALL OF THESE 
DATA SOURCES IF BEFORE IN THE SALES 
APP YOU COULD SEE MAYBE THE PURCHASES 
IN THE HOTEL RESERVATION TOOL YOU 
CAN SEE THE STAY NOW WE'RE BRING 
ING EVERYTHING TOGETHER THEN YOU 
CAN SEE BOTH MARKETING DATA SO HOW 
MANY E-MAILS OPENED AND ENGAGE WITH 
TOGETHER WITH THE REST OF THE ACTIVITIES 
TO GET ONE VIEW OF WHAT -- WHO YOUR 
USER IS AND WHAT THEY ARE DOING. 
I'LL SHOW YOU HOW IT LOOKS LIKE. 
NOW THAT WE CREATED THE UNIFIED 
PROFILE, I CAN SEARCH FOR CUSTOMERS 
IN ATLANTA, LET'S SAY. AND I'LL 
PICK ONE AND WE HAVE THE UNIFIED 
PROFILE OF EVERYTHING THAT WE BROUGHT 
FROM THE DIFFERENT DATA SOURCES 
AND ALL OF THEIR ACTIVITIES INSIDE 
THE HOTEL. THE RESERVATIONS, IF 
YOU HAVE MARKETING DATA OR ANY OTHER 
TYPE THIS WILL COME IN HERE. THAT 
IS PREVIEW, NOT COMPLETE YET YOU 
CAN SEE ENRICH SYSTEM NOT THERE 
YET. BUT LET'S TALK ABOUT SOME OF 
THE MEASURES, HOW WE DO THAT. AGAIN, 
HAVING THE DATA UNIFIED IS NOT ENOUGH 
BECAUSE WHAT -- LIKE EVERYONE HAS 
DATA. WHAT DO YOU DO WITH IT? FIRST 
THING THAT WE WANT TO DO IS MEASURES. 
WE LET YOU CREATE BOTH CUSTOMER 
ATTRIBUTES WHICH ARE JUST SINGLE 
VALUE MEASURE LIKE A SCORE, TOTAL 
NUMBER OF STAYS PER P CUSTOMER. 
THEN ALSO CUSTOMER MEASURES THAT 
HAVE SOME DIMENSIONS NOT JUST ONE 
VALUE BUT, FOR EXAMPLE, HOW MANY 
NIGHTS THEY HAVE -- PER CUSTOMER 
WE CALCULATE THAT FOR YOU. YOU CAN 
SEE THE PREVIEW RIGHT HERE. BUT 
NOT JUST ABOUT CUSTOMERS AS I SAID 
YOU CAN ALSO CREATE SOME BUSINESS 
MEASURES, THIS IS JUST A NUMBER 
LIKE TOTAL CUSTOMER. TOTAL NUMBER 
OF CUSTOMERS BUT YOU CAN THINK OF 
TOTAL REVENUE . TOTAL AGGREGATEED 
TOTAL ANYBODY OF STAYS PER NIGHT 
PER YEAR OR PER MONTH WHATEVER YOU 
NEED. THESE ARE THE MEASURES. THEN 
THE NEXT THING THAT WE WANT TO DO 
IS BUILD THE MODELS WE HAVE A LOT 
OF DATA WE CAN BUILD OUR OWN MAJORS. 
WE LET YOU EXTEND HELP YOUR DATA 
SCIENTIST GET ACCESS TO ALL OF THE 
DATA TO BUILD FOR YOU MACHINE LEARNING 
MODEL S THEN BRING IN TO BUILD MORE 
INSIGHTS ON TOP OF THEM. AI IS HARD. 
AI TO BUILD A GOOD TEMPLATE FOR 
AI THAT WILL WORK FOR ALL BUSINESSES 
AND ALL TYPES OF DATA THIS IS HARD. 
I KNOW LOT OF YOU MIGHT BE WORK 
ING WITH EITHER INTERNAL DATA SCIENTISTS 
OR PARTNERS THIS IS WHERE WE THINK 
PARTNERS ARE VERY VALUABLE HERE 
BECAUSE THEY CAN HELP THEIR CUSTOMERS, 
THEIR BUSINESSES TO GET THE DATA 
AND BUILD AI MEMORIAL DAYS. SO THE 
FIRST THING YOU DO IS TO EXPORT 
THE DATA. AS I SAID LIKE ALL OF 
THE DATA IS -- SORRY . LET ME -- 
ALL OF THE DATA IS AN ENTITY. YOU 
EXPORT TO AZURE, AS AN ENTITY THAT'S 
NOT ONLY THE RAW DATE THAT THAT 
WE BROUGHT BUT ALSO MEASURES THAT 
YOU CREATED CAN BE EXPORTED IN THE 
SAME WAY. NOW WE HELP -- THIS IS 
JUST A SETTING ON AZURE, YOU GET 
TO SELECT WHICH ENTITIES YOU WANT. 
ONE OF THE MEASURES THAT I CREATED 
IS THE COUNT OF SERVICES USED BY 
SERVICE PER USER. WE'RE HELPING 
OUR DATA SCIENTIST PREPARE THE DATA 
FOR MODELING THEY DON'T NEED TO 
CONNECT AND JOIN BECAUSE WE ALREADY 
KNOW HOW TO CONNECT THE CUSTOMER 
WITH THIS ACTIVITIES. YOU CAN BRING 
RAW DATA AS WELL AS AGGREGATED DATA 
KIND OF PREPARING THE DATA . CREATE 
SOMEBODY CALCULATED ATTRIBUTES HELPING 
THEM RUN THE MODEL. ONE OF THE THINGS 
THAT I'M GOING TO SHOW THAT YOU 
IS COMING AT THE END OF THE MONTH 
IS NEW INTELLIGENCE STEP THAT WE 
HAVE, WHERE YOU CAN ACTUALLY RUN 
AN -- A WORKFLOW THAT RUNS THAT 
MODEL THAT THE DATA SIP TEST PUBLISHED 
FOR YOU EXPORT THE DATA BRING OUTPUT 
OF THE MODEL BACK INTO C IaaS AN 
ENTITY. DATA THAT YOU CAN USE TO 
DO HAVING THAT YOU WANT TO DO. FOR 
EXAMPLE, IF I HAVE THE MODEL THAT 
WE BUILT FOR THE HOTEL, BECAUSE 
THE MODEL WAS PUBLISHED IN THE SAME 
TENANT MY SERVICE KNOWS HOW TO DISCOVER 
IT . WE SELECT WHATEVER -- SELECT 
MODEL, IS THAT ARE WITHIN THE TENANT 
THEN BECAUSE WE DISCOVER IT WE ALSO 
KNOW WHAT THE INPUT LOOKS LIKE AND 
WHAT THE OUTPUT LOOKS LIKE. BECAUSE 
YOU PUBLISHED THE MODEL. NOW WHAT 
WE'RE ASKING YOU TO DO JUST TO MAP 
IT TO THE ENTITIES THAT YOU NEED 
AS INPUT TO THE MODEL AND TELL US 
HOW WE MAP IT BACK TO OUR CUSTOMER 
I. D. THE OUTPUT OF THE MODEL MAPS 
BACK TO OUR CUSTOMER. THAT'S ALL 
. ONCE YOU CREATE THIS WORKFLOW 
WHAT WE WILL DO IS AT THE END OF 
THE EVERY REFRESH OF THE DATA WE'LL 
KICK THAT OFF, EXPORT THE DATA, 
EXECUTE THE MODEL AND BRING THE 
DATA BACK INTO CI. NOW THAT WE HAVE 
THAT WE CAN START BUILDING MEASURES 
ON TOP OF THAT . LIKE A TURN SCORE 
FOR CUSTOMER. JUST BY USING THAT 
OR THE HOTEL RECOMMENDATIONS, SERVICES 
OF HOTEL RECOMMENDATIONS. THE LAST 
TYPE OF INSIGHT THAT WE HAVE IS 
SEGMENTS . AND THE CAPABILITIES 
THAT WE HAVE TODAY ARE NO DIFFERENT 
THAN ANY OTHER SEGMENTATION TOOL 
THAT YOU KNOW ABOUT. MANUAL SEGMENT 
BUILDER THAT WE HAVE. THE MAIN VALUE 
HERE IS BEING ABLE TO CREATE A SEGMENT 
THAT BRINGS TOGETHER DATA FROM DIFFERENT 
DATA SOURCES SO IMAGINE YOU CAN 
CREATE SEGMENT OF USE THAT'S RIGHT 
VISITED YOUR WEBSITE AND ALSO STAYED 
IN YOUR HOTEL ALSO OPENED THE MARKETING 
CAMPAIGN ALL IN ONE SEGMENT. SIGNALS 
THAT USED TO BE REALLY SEPARATED 
NOW YOU BRING THEM TOGETHER IN ONE 
PLACE. I BUILT A FEW SEGMENTS BASED 
ON THE TURN MODEL AND THE RECOMMENDATION 
MODEL THAT WE BUILT AND YOU GET 
TO SEE THE TRENDS AND YOU CAN EDIT 
THEM AND REFRESH THEM. WE BUILD 
ALL OF THESE INSIGHTS, RIGHT? BUT 
AS I SAID WHAT DO YOU DO WITH THEM? 
NOW YOU NEED TO TAKE ACTION. WE'LL 
SEE HOW CUSTOMER INSIGHT CAN BE 
EXTENDED WITH OTHER TOOLS SO ONE 
OF THE FIRST THINGS THAT YOU CAN 
DO TO TO EXPORT THE SEGMENT INTO 
DYNAMICS. DYNAMICS FOR SALES, FOR 
MARKET ING. CAPABILITY TO EXPORT 
TO DYNAMICS MARKETING LISTS. WE 
ALSO WORKING ON OTHER CONNECTORS 
AND IF YOU HAVE CUSTOMERS THAT ARE 
INTERESTED IN NEW CONNECTORS TO 
EXPORT THESE SEGMENTS, LET US KNOW. 
WE'RE WORK ING ON ADOBE CONNECTER 
AND ALSO DYNAMICS OUR FIRST PARTNER 
IN THIS. IF YOU GO TO -- I EXPORTED 
THIS SEGMENT, ALL THE USERS THAT 
HAVE RECOMMENDATION TO A SPA THEN 
HERE IS MY SEGMENT. EXPORTED TO 
SALES NOW SALES TEAM CAN TAKE ACTION 
ON THE INSIGHTS THAT I BUILD ON 
THE SEGMENT THAT I BUILT. THE OTHER 
THING THAT WE HAVE WITH DYNAMICS, 
I'M GOING TO SHOW YOU SCREEN SHOT 
OF THAT. I APOLOGIZE FOR THAT . 
IS CONTACT CARD BUILT INTO DYNAMICS. 
THANK YOU. THIS IS DYNAMICS FOR 
SALES. WE HAVE A PREBUILT CONNECTER 
INTO CUSTOMER INSIGHTS, YOU CAN 
GET UNIFIED PROFILE, ACTIVITIES 
AND LATEST THING THAT THE SALES 
INSIGHT CREATED IS THE ABILITY TO 
TAKE THE MEASURES OUTPUT, CREATE 
ASSISTANT CARD, I DON'T KNOW IF 
YOU HEARD ABOUT IT. MENTIONED SOME 
OF THESE NEW CAPABILITIES, USE OUR 
OWN SHARE SCORE IN THE PROFILE INFORMATION. 
YOU CAN ALSO DO POWER APPS AND POWER 
BI . I'LL QUICKLY SHOW YOU YOU CAN 
BUILD YOUR OWN POWER APP. I BROUGHT 
THE DATA AND ACTIVITIES FOR THAT 
USER IN POWER APPS. AGAIN, IF YOU 
DON'T LIKE WHAT WE'RE DOING OR IF 
YOU WANT TO TRY SOMETHING ELSE, 
IF YOU WANT TO BRING THE DATA AND 
USE THAT IN YOUR OWN POWER APP WE 
DID BUILD A CONNECTER TO POWER APPS. 
THE WHOLE STORY IS COMING TOGETHER. 
WE'RE NOT SILOED. WE'RE BUILDING 
ALL OF THAT. SO YOU CAN TAKE ACTION 
AND USE THAT OUTSIDE. I'LL SWITCH 
BACK TO MY -- WE LEARNED ABOUT CUSTOMER 
INSIGHTS, HOW WE GET UNIFIED PROFILE 
OF THE CUSTOMERS IN ALL OF THEIR 
ACTIVITIES, ENRICH THE DATA. THIRD 
PARTY DATA. CREATE INSIGHTS, TAKE 
ACTION ON THEM, EXPORT THEM OUT 
TO -- THAT CAN USE THESE INSIGHTS, 
ADAPT AND EXTEND, USE POWER APPS, 
POWER BI. USE FLOW, SORRY FORGOT 
TO MENTION FLOW, WE DO HAVE CONNECTER 
TO FLOW AS WELL. YOU CAN CREATE 
FLOWS LIKE, IF THE CUSTOMER HAS 
A SCORE THAT IS ABOVE 0. 8 THEN 
TAKE ACTION. THAT ACTION CAN BE 
-- SEND THEM AN E-MAIL IF YOU'RE 
IN THE MARKETING APPS. WE ARE ALL 
CONNECTED TO YOU'LL OF THE POWER 
PLATFORM APPLICATIONS AS WELL AS 
THE NEW AI BUMMEDDER THAT WILL BE 
COMING IN THE NEXT FEW MONTHS. LAST 
THING I WANT TO CALL OUT. BUILD 
ON YOUR OWN USING CUSTOMER INSIGHTS 
DATA . YOU CAN FIND US, SEND US 
ON E-MAIL, FIND US ON LINKEDIN WE'RE 
GRATEFUL IF YOU CAN SEND US FEEDBACK 
BECAUSE WE'RE A NEW PRODUCT WE LAUNCHED 
IN APRIL, NEWEST ADDITION TO THE 
DISI FAMILIAR I CAN FAMILY WE WANT 
TO HEAR MORE FROM OUR CUSTOMERS. 
HEAR MORE WHAT YOU NEED THEN GET 
YOU STARTED. START YOUR OWN TRIAL 
. LEGAL YOU START TRIAL INSTANCE 
FOR 90 DAYS YOU CAN BRING DATA, 
TELL US WHAT IS MISSING AND WHAT 
YOU NEED. WE'RE VERY GRATEFUL TO 
HAVE YOU HERE TODAY. THANK YOU SO 
