Microsoft D365 Customer Insights - Feature Document

Updated at April 17th, 2025

Objective

The purpose of this document is to describe the features supported on Microsoft Customer Insights (CI) platform using Annex Cloud’s Customer Loyalty module.

Supported Versions

Supported Versions	Certified Versions
NA	NA

Supported Feature List

Below is the list of features supported on Microsoft CI using Annex Cloud.

Loyalty

Feature Name	Description	Pre-Requisites	Configuration Details	Reference Documents
Display Customer’s Loyalty Information in CI as Pushed by Annex Cloud	Details below should be displayed in CI:- User’s Profile Details (Personal information) Details like Email address, First Name, Last Name, Opt Status (Explicit Programs). Loyalty Information Details like Available points, Points earned, Points used, Points expiring, Rewards Available, Points to Next Reward, Current Tier, Points to Next Tier, Next Tier. Loyalty History Details Details like Action Name, Action ID, Transaction #, Amount.	The customer should already be enrolled in a loyalty program.	NA	NA
Display Pre-Configured Measures/Scores in CI	Display Below Measures/Scores in Customer Profile:- Average Transaction Value Transaction Count of the Customer Loyalty Points Earned Loyalty Points Redeemed Active Customer Lifespan Time Since Last Purchase Loyalty Membership Duration	The customer should already be enrolled in the loyalty program. All the measures should be pre-configured.	NA	NA
Display All Loyalty Activities of the Customer in CI	Display all Loyalty Activities (like Purchase, Opted In, etc.) Performed by customers within the “Timeline” section of the Customer Profile in CI.	The customer should already be enrolled in a loyalty program. All activities to be displayed should be pre-configured in CI.	NA	NA
Export Segments From CI	Segments created in CI should be able to be exported.	Segments status should be live.	NA	NA

Upcoming Feature List

RAF (Refer A Friend)

Glossary

Terminology	Description
CI	Customer Insights