With Copilot, accessing rich insights about a lead or contact from Customer Insights - Data, like predicted lifetime value, propensity to buy, recent transactions, and interactions, becomes effortless. Agents and sellers can simply ask Copilot for information about specific customers directly in the flow of their work, gaining instant access to relevant data. Even if they're unsure of what data is available or how to discover it, Copilot provides immediate, seamless access, empowering teams to engage more effectively.

Scenario

Sarah, a sales rep at a large retail company, is preparing for an important meeting with a high-value lead, Mark. Before the meeting, Sarah wants to better understand Mark's purchasing behavior and level of engagement, but she’s pressed for time and unsure of what specific data she has access to.

Sara asks Copilot, “What’s Mark’s predicted lifetime value and propensity to buy?” and Copilot returns insights from Customer Insights - Data. It provides Sarah with Mark’s predicted lifetime value, recent purchases, and interactions with the company. Copilot also highlights that Mark has a high propensity to buy but shows a medium risk of churn based on recent inactivity.

Equipped with these insights into the flow of her work, Sarah confidently tailors her meeting approach, focusing on re-engaging Mark with a personalized offer to prevent churn. She’s able to engage him more effectively, demonstrating that she understands his needs, leading to a successful meeting and a stronger customer relationship.

Autonomous agents that understand your unified customer data become your most powerful assets, allowing you to build organizational efficiencies never before possible.

• In Microsoft Copilot Studio, you can now add customer profiles, segments, measures, and other insights from Dataverse as knowledge sources for any custom or customizable autonomous agents.

• When you launch or update the agent, any user of the agent will instantly get access to your key customer insights to get their job done.

• Create agents that can perform autonomous actions or respond to changes in your unified customer insights.

Scenario

Sally is a seller who is evaluating a promising new lead named Joe. Joe recently attended a new product launch event and has an existing relationship with the company. Using data from Customer Insights, agents in Dynamics 365 Sales (such as the sales qualification agent) can now access information about Joe's total spending, his VIP status, and his recent interactions across other touchpoints.

With these insights, the agent can make a more informed decision about Joe's likelihood of purchasing than would have been possible without this data. This way, autonomous agents instantly democratize the key customer insights Sally needs to determine how important Joe is for her prospecting efforts.

One of the key values of the Delta Lake format is the ability to track changes over time to the data. With native support for the Delta Lake table format in Customer Insights, you can now take advantage of Delta Lake incremental data updates to accelerate processing in Customer Insights - Data.

It's typical for customer profile data to change only by a few percentages each day. Instead of reprocessing the entire data set every day, Customer Insights - Data can process just the changed source data for unification in the Delta format, saving time and getting you results faster. This improvement happens automatically when all the tables are in the Delta format. No configuration or change is required.

Incremental processing of segments, measures, activities, and predictions is planned to be added in the coming months.

Virtual Network support uses Azure subnet delegation to manage outbound traffic from Power Platform at runtime. Using Azure subnet delegation avoids the need for protected resources to be available over the internet to integrate with Customer Insights - Data.

Customer Insights - Data uses Virtual Network support provided by Power Platform to securely configure Private Link connections to your Azure storage behind a firewall. Customer Insights - Data uses private links for three scenarios:

• Data input: Data sources are used to bring data from your Azure storage into Customer Insights - Data for processing.
• Data output: At setup, you can configure Customer Insights - Data to write all output to your Azure storage.
• Exports: You can configure exports to send specific tables to your Azure storage.

All new private links use Virtual Network support, and existing private links need to be updated.

More details on the platform support can be found at Virtual Network support overview.

A common challenge when working with customer source data is dealing with old and obsolete source data that is ingested with the data you do want. But preprocessing your source data takes additional time and effort.

Now, Customer Insights - Data allows you to apply row filters directly to any source table you ingest, reducing the data scope to just what you need. Filters are applied once on the Tables page where source tables are now displayed on their own tab separated from the output tables created by Customer Insights. Select the row filter link next to any table to simply set the desired filters.

To optimize processing speed, data is filtered in Spark when it's processed by the unification, segments, measures, activities, and models. The full, unfiltered data set is available when downloading it from from the Tables page.

Key values of this feature include:

• Improved processing time: By removing unwanted rows, the system no longer processes data that isn’t needed, which can reduce processing time.
• Improved output data: Removing unnecessary data from the output makes your data easier to use by consumers who will no longer need to exclude unwanted data.

Preview limitation The condition 'Is any of' {list of values} is supported for string data only.

Making your unified customer insights available to your organization from your own Azure Data Lake is now easier and more manageable. Customer Insights - Data allows you to simply check the tables you want to sync to your Azure Data Lake and to select the data format to write the data in. Choose from CSV, Parquet, or Delta Parquet formats. Each time Customer Insights - Data processes your data and updates your customer profiles and insights, the data is quickly and automatically synced to your Data Lake, getting your insights to your business consumers and downstream business processes faster and more efficiently. Settings can be updated, allowing you to change what tables you want synced.

Eliminating synchronization of the tables you don’t use means you get the data you’re focused on faster. It also means you can save storage costs by eliminating storage of tables you’re not interested in. Faster sync times, lower storage costs, and less data format ETL means your organization and analytics teams are more efficient and you realize more value from your investment in Customer Insights - Data.

Scenario

Northwind runs a daily analytics report using customer loyalty data generated by Customer Insights. They’ve recently switched to using a spark engine to compute these insights and need the loyalty segments and a loyalty score from Customer Insights in the Parquet format. Northwind data wranglers can easily enable this change with just a quick change in Customer Insights, eliminating the costly creation and maintenance of an entire data conversion pipeline process, saving time and compute costs and getting results faster.

Unified profiles and insights are only as powerful as your ability to act on and use that data. If you’re using Microsoft Fabric, Customer Insights - Data makes it easier for you to bring valuable unified profiles and insights directly in your OneLake where you can incorporate those insights into your core analytics and downstream processes.

Customer Insights - Data in Fabric OneLake allows you to avoid the data silos created by having data in many storage accounts and brings your unified profiles and insights into the single place for all your analytics data. Improve collaboration and break down business barriers with Microsoft Fabric OneLake and Customer Insights - Data.

Scenario

Northwind has multiple departments with distinct systems and data requirements. Bringing all their data into OneLake has improved their flexibility and ability to collaborate.

Northwind’s marketing department implemented Customer Insights - Data and was easily able to write all the unified customer profiles, segments, measures, and other insights generated by Customer Insights - Data directly to the company’s OneLake, allowing different divisions across the company to immediately leverage a consistent 360-degree view of the customer created using data from across Northwind.

The enhanced visibility and collaboration from sharing unified customer profiles and insights in OneLake contributed to a virtuous cycle where several other departments took steps to integrate their unique customer data into the unified profile, improving the fidelity and value of the unified profiles.

Easily explore and select customer data stored in your OneLake for processing in Customer Insights - Data. The OneLake data connector attaches directly to your OneLake data, eliminating the need to copy data.

• Accelerate data unification and time to insights with incremental processing of OneLake data. Only the recently changed data is processed, dramatically reducing processing times.
• Use Fabric shortcuts and mirroring to quickly integrate data from different external sources and unify in Customer Insights - Data.

Scenario

Contoso has configured Customer Insights - Data to read in all their customer data from Microsoft Fabric. Because Contoso has shortcuts and mirroring, all their external data as well as their Azure hosted data is available to Customer Insights in their OneLake. Customer Insights - Data reads data directly from OneLake without creating separate copies. Because OneLake uses the Delta format, the unification of their OneLake data only needs to process the changed data, allowing them to get insights faster than ever. Using OneLake as their data source enables Contoso to eliminate their previous slow and expensive ETL operations to move and transform data.

Customer Insights - Data can export your unified insights to your Azure Data Lake Storage. With this release, this preview capability will be generally available. Export your unified insights to build your own custom reports and dashboards or to leverage the data in your own application.

Scenario

Mark is an admin managing the Customer Insights - Data environment. His team wants to create Power BI reports based on changes in segment membership for key segments. To do this, they can now export segment data to their Azure Data Lake Storage account. Once the data is in Azure Data Lake, they can easily create Power BI reports and perform other business-critical operations. Exporting to their own Azure Data Lake also provides the flexibility to reshape the data to meet specific business needs and integrate it into other workflows powered by their Azure data estate.

Use behavioral data collected by Customer Insights - Journeys in Customer Insights - Data to create segments and measures. Interaction data such as email opened or link clicked is available without any extra steps.

• Easily discover and use marketing interactions while creating segments, enhancing the personalization of engagement strategies.
• Create powerful customer measures with interaction data along with any other data you bring into Customer Insights - Data.
• Identify customers who aren't engaging with emails and create a retargeting strategy.
• Use unification to get a more accurate and complete view of your customers’ interactions. Unified customer profiles based on multiple contacts combine their interaction data and give you insights about the person and how you interact with them.

For example, a marketing manager for an online retail store runs an email marketing campaign. Each month, they email customers who spent $100 or more and offer them a 5 percent discount coupon. While the campaign had a high email open rate, only a few customers opened the coupon link. So they want to contact those who opened the email with a more enticing 10 percent discount.

With Customer Insights, the interaction data from your previous campaign flows seamlessly into the platform, allowing you to refine your target audience to only include customers who opened the email. By focusing on those who showed interest, you increase the likelihood of turning that interest into actual purchases.