Introduction

Annex Cloud’s integration with Dynamics 365 Customer Insights enables the availability of customer loyalty data for organizations to map, match, merge, and enrich customer-based data to identify future trends.

Purpose

This document explains the key steps and processes followed for integrating Annex Cloud’s Loyalty Program with Dynamics 365 Customer Insights. Audience Insights lets you export data such as measures, segments, and activities to other applications so the data can be used as part of the application functionality.

Integration Flow

Revision History

Prerequisites for Installation

Client Name - Microsoft

Site ID – XXXXXX // Annex cloud will provide you site id.

• Access Token –XXXXXXX
• Steps for creating an Access token:
• Step 1: Create a JSON array with Loyalty Token and Site id.
• Step 2: Encode with function of base64_encdoe ().

Configuration Steps

Steps to configuring Customer Insights

1. Log in to the D365 Customer Insights App.
   
2. Create a new Environment

• In the Create an environment dialog, select New environment.
  

Provide the following details:

• Name: The name of this environment.
• Region: The region into which the service is deployed and hosted.
• Type: Select whether you want to create a production or sandbox environment.
• Save all data to: specify where you want to store the output data generated from Customer Insights. You'll have two options: Customer Insights storage (an Azure Data Lake managed by the Customer Insights team) and Azure Data Lake Storage (your own Azure Data Lake Storage). By default, the Customer Insights storage option is selected.
• Click on Create to set up the environment

3. Select Audience Insights
   
4. Ingest Data

Create a new Data source.

Click on an add data source

Select Json file format

Select JSON file to add JSON URL in URL tab and click on the Next button.

Transform and then Use the First Row as Headers.

Data source created successfully

5. Unification of Data

Data unification includes three steps: Map, Match, and Merge as shown in the screenshot below.

• Map
• For audience insights, go to Data > Unify > Map.
• Start the map phase by selecting Select entities.
• Select the entities and attributes you want to use in the match and merge phases. You can select the required attributes individually from an entity or include all attributes from an entity by selecting the Include all fields checkbox on the entity level. We recommend selecting at least two entities to benefit from the data unification process.
  

Select Contact and Loyalty Entities and set Primary key

Match

The match phase specifies how to combine your datasets into a unified customer profile dataset. After completing the map step in the data unification process, you're ready to match your entities

Add new rule

1. Select Add rules under an entity in the matched records details section to define match rules.
2. In the Create rule pane, configure the conditions for the rule
   

Define your rules for the matching and deduplication process that will consolidate source records into unique customer profiles.

Merge

Fields will appear as various customer attributes in your customer profiles. You can review and edit the following system-combined fields, or manually combine fields yourself. Any corresponding keys are automatically included. The merge phase is the last phase in the data unification process. Its purpose is to reconcile conflicting data.

6. Display of Customer Profiles as per Unified Data

After all, data unification data is displayed in the customer's profile (Customer Scorecard).

Individual Customer Profile

Note: - Activities will be displayed only for those users who have any activities.

7. Displaying of Activities on Customer Profile

Manage your customer timeline and view all activity data in one place. Combine customer activities from various data sources in Dynamics 365 Customer Insights to create a timeline that lists the activities chronologically.

1. For audience insights, go to Data > Activities.
2. Select Add activity to start the guided experience for the activity setup process.
3. In the Activity data step, set the values for the following fields.
   
   
4. In the Activity unification step, choose the activity event and the start time of your activity.
   
   
5. Select Save activity to apply your changes and select Done to go back to Data > Activities. Here you see which activities are set to show in the timeline.
6. On the Activities page, select Run to process the activity. Activity created successfully.
   
7. Enrichment

Use data from sources like Microsoft and other partners to enrich your customer data.

In audience insights, go to Data > Enrichment to work with enrichment options

8. Define and Manage Measures

Measures help you to better understand customer behaviors and business performance. They look at relevant values from unified profiles.

• For audience insights, go to Measures.
• Select New and choose to Build your own.
• Select the Edit name and provide a Name for the measure.
• In the configuration area, choose the aggregation function from the Select Function dropdown menu.
  
  

To build more complex measures, you can add more attributes or use math operators to your measure function.

Use a template to build a measure

You can use predefined templates of commonly used measures to create them. Detailed descriptions of the templates and a guided experience help you with efficient measure creation. Templates build on mapped data from the Unified Activity entity.

The following procedure outlines the steps to building a new measure using a template.

• For audience insights, go to Measures.
• Select New and select Choose a template.
  
  

• You can now select Run to calculate the results of the measure.

10. Display of Segment in insights

Segments let you group your customers based on demographic, transactional, or behavioral attributes. You can use segments to target promotional campaigns, sales activities, and customer support actions to achieve your business goals.

Create segments

• On the Segments page, select New > Create from.
  • Select the Profiles option to build a segment that is based on the unified customer entity.
  • Select the Measures option to build a segment around measures you have previously created.
  • Select the Intelligence option to build a segment around one of the output entities you generated using either the Predictions or Custom Models capabilities.
    

Export segments

You can export a segment from the segments page or the exports page.

Go to the Segments page.

1. Select Show more [...] for the segment you want to export.
2. Select Manage exports from the action’s dropdown list.
3. The page Exports (preview) for the segment opens. You can see all configured exports grouped by exports that contain the current segment or don't contain it.
   1. To add the selected segment to export, select the export in the list and select Add segment.
   2. To create a new export with the selected segment, select Add export. For more information about creating exports.
4. Select Back to return to the main page for segments.

Customer Insights engagement

Engagement insights capability lets you collect and measure customer behavior on your website. It integrates with audience insights capability so you can see rich real-time behavioral analytics alongside customer profile reports.

Create a workspace

The process of creating a workspace includes setting up the environment to organize your workspace. An environment is a space that can contain one or more workspaces. You can use an environment to manage your workspaces and connections to Customer Insights audience insights capability.

• Select New from the workspace switcher.
  
• Choose the environment from the list or select Create a new environment.
• Enter a Workspace name.
• Choose the platform you want to measure.
• Select Finish if you're done.

Set up a workspace and add code to your website

A workspace is where you can view user activity in real-time, and store and manage reports. Add code to your website to start collecting events, the activity data that comes in from users.

• Create a workspace and add members.
• Add code to your website or mobile app to see user activity arriving into your workspace.
• View a real-time report that shows active users by browser, device, operating system, location, and language. You can also create custom reports to create your own visualizations.

Reports

A report is a collection of data visualizations, using the data collected through the SDK, that help you measure and understand user behavior. Dynamics 365 Customer Insights engagement insights include out-of-the-box (OOB) reports for web and mobile projects.

Create a custom report

1. Go to Analyze > Custom to access the custom report list.
2. Select New report to start creating a custom report.
   
3. Decide the type of report you want to build.
4. Provide a name for the custom report and select Save to create it.
   

List of APIs/Data Push/Setting up Trigger (Schedule)

Use the Schedule tab to schedule automatic refreshes of all your ingested data sources. Automatic refreshes help ensure that updates from your data sources are reflected in your unified customer profiles.

For audience insights, go to Admin > System and select the Schedule tab.

1. The default state for the scheduled refresh is Off. To enable scheduled refreshes, change the toggle at the top of the screen to On.
2. Choose between Weekly (default) and Daily refreshes. If you intend to schedule weekly refreshes, select one or more days on which you want to run the refresh.
3. Set your Time zone, then use the Time dropdown to set your refresh timing. When you're finished, select Set. If you'd like to schedule multiple refreshes in a single day, select Add another time.
4. Select Save to apply your changes.
   

System and Security Requirements

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Appendix

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List of definitions (Abbreviations)

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Response Codes

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