ENGINEERED CODE BLOG

Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 4 – Visualizing Insights Data

In the final post of my series on integrating Dynamics 365 Portals with Dynamics 365 for Customer Insights, I’ll go through the steps necessary to surface the DCI timeline visualization on the Case form in Dynamics 365.

Continue reading “Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 4 – Visualizing Insights Data”

Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 3 – Linking Contact Profiles and Portal Interactions

In this post, I’m going to enable the integration between Dynamics 365 Portals and DCI, and create the link between contact profiles and portal interactions.

Continue reading “Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 3 – Linking Contact Profiles and Portal Interactions”

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Engineered Code is a web application development firm and Microsoft Partner specializing in web portals backed by Dynamics 365. Led by a professional engineer, our team of technology experts are based in Regina, Saskatchewan, Canada.