Customer Card add-in

The Customer Card add-in gives you a 360-degree view of each of your customers. Once installed, you can start using Timeline Control and Demographic Control to unlock rich insights on selected customers, including their location, age, latest activities, and more.

Note that a prerequisite to using the Customer Card is use of the Search & Filter Index screen (accessible via the Customers page) to index your data. Also note that:

  • To view customer activities, they should first be defined using the Activities screen.
  • To view customer KPIs, they should first be defined using the Measures screen.

Requirements

  • Model-driven apps in Dynamics 365 (such as Dynamics 365 Sales and Dynamics 365 Customer Service), version 9.0 and later.
  • Unified Interface enabled: Sales Hub, Customer Service Hub, Project Resource Hub.
  • Individuals who will use the Customer Card in model-driven Dynamics 365 apps need to be added as users. You can do so on the Customer Insights Permissions page in the Admin section, as discussed later in this topic.

Install the Customer Card Add-in

  1. As an admin, go to the Settings section in model-driven apps in Dynamics 365, and select Solutions.

  2. Select the Display Name link for the Customer Insights solution.

    Select display name

    If the Customer Insights solution does not appear in your list of solutions, select Get Solutions from Marketplace above the list. This will take you to Microsoft AppSource.

    In Microsoft AppSource, search for the Dynamics Customer Card and select Get It Now. It may take some time for the solution to be installed to your environment.

  3. Here you will configure the overall settings for the Customer Card add-in. Sign in with the admin Azure Active Directory (Azure AD) account you use to configure Customer Insights.

    Note

    Check that the browser pop-up blocker does not block the authentication window when you select the Authenticate button.

  1. Select the Customer Insights instance you want to fetch data from.

  2. Select the field in the Customer Insights Customer entity that matches the ID of your Contact entity.

    Contact ID field

  3. Select Save configuration to save the setting.

  1. Next, assign the following user roles:

    • Customer Insights Card Customizer: Assign this role to users who will customize the content shown on the card for the whole organization.
    • Customer Insights Card Standard User: Assign this role to users who will use the card for consumption, but who won’t customize.
  2. Now you can add the Customer Card controls into your contact form. To do so, go to the Settings section in model-driven apps in Dynamics 365, and then select Customizations.

    To associate an Account form to an organization, you can select the Customers Insights Customer entity that corresponds to the organization ID (CompanyId in this case).

    Contact ID field

  3. Select Save configuration to save the settings.

    Settings customizations

  4. Select Customize the System.

  5. Browse to the Contact entity, expand its menu, and then select Forms.

    Expand Contact entity menu

  6. Select the contact form to which you would like to add the Customer Card controls.

    Select Contact form

Demographic control

  1. To add the demographic control, in the form editor, drag any field from the Field Explorer to where you would like the demographic control to be placed.

    Choose a field in Field Explorer

  2. Select the field you just added, and select Change Properties.

  3. In the Field Properties dialog, clear the Display label on the form check box.

  4. Go to the Controls tab and select Add Control.

  5. Select Demographic_Control, and then select Add.

  6. Select the Web option for Demographic_Control.

    Select the Web option

  7. Select Save and Publish to publish the contact form where you have placed the demographic control.

  8. Go to the published contact form. You will see the demographic control. You might need to sign in the first time you use it.

    To customize what you want to show on the demographic control, select the edit button in the upper-right corner. This customization will apply across the organization.

    Demographic control

Timeline control

  1. In the form editor, drag any field from the Field Explorer to where you would like the demographic control to be placed.

  2. Select the field you just added, and then select Change Properties.

  3. In the Field Properties dialog, clear the Display label on the form check box.

  4. Go to the Controls tab, and select Add Control.

  5. Select Timeline_Control and then Add.

  6. Select the Web option for Timeline_Control.

    Select Web option

  7. Select Save and Publish to publish the contact form where you have placed the timeline control.

  8. Go to the published contact form. You will see the timeline control. You might need to sign in the first time you use it.