GET STARTED. HI, EVERYONE THANKS 
FOR JOINING ME THANKS FOR TAKING 
TIME OVER YOUR LUNCH TIME TO BE 
HERE. WHO HERE IS FAMILIAR WITH 
CUSTOMER INSIGHTS OR HAVE HEARD 
ABOUT US? JUST A LITTLE BIT? GOOD 
SO YOU CAME TO THE RIGHT PLACE. 
SO I AM A PROGRAM MANAGER OF THE 
TEAM, WITH THE TEAM AND WE JUST 
LAUNCHED CUSTOMER INSIGHTS TWO MONTHS 
AGO, EARLY APRIL, SO THIS IS ONE 
OF THE NEWEST ADDITIONS TO THE DYE 
AM INTO ICES FAMILY, AND TODAY, 
WE'LL TALK A BIT ABOUT WHAT IT IS 
THAT WE'RE TRYING TO SOLVE AND HOW 
WE'RE DOING IT. SO YOU HEARD JAMES 
TALK YESTERDAY ABOUT HOW DATA IS 
EVERYWHERE TODAY, RIGHT? IT'S IN 
ALL OF YOUR DATA, IN ALL OF YOUR 
PROCESSES, ALL OF YOUR CUSTOMER'S 
PRODUCTS, PROCESSES. YOU GET DATA 
FROM MANY MANY DIFFERENT SOURCES 
AND ONE OF THE CHALLENGES THAT OUR 
CUSTOMERS HAVE TODAY IS THAT THEY 
HAVE ALL OF THIS DATA BUT FIRST 
IT'S KIND OF SILOED SO THEY USE 
DIFFERENT SYSTEMS FOR THEIR CUSTOMER 
RELATIONSHIPS, FOR MARKETING, FOR 
EARN, AND THE WEB ACTIVITY, SOCIAL 
MEDIA, IT'S ALL IN DIFFERENT SOURCES, 
AND YOU DON'T KNOW, IT'S VERY DIFFICULT 
TO BRING THIS DATA TOGETHER AND 
TO UNIFY AND GET A REAL VIEW OF 
WHAT THE CUSTOMER IS, AND WHAT THEY 
ARE DOING SO THIS IS WHAT WE ARE 
TRYING TO SOLVE. SO OUR VISION IS 
TO EMPOWER EVERY ORGANIZATION TO 
UNIFY THEIR DATA, FROM THE VARIOUS 
DATA SOURCES THAT THEY HAVE, AND 
GET A 360-DEGREE VIEW OF THE CUSTOMER, 
AND THEIR ACTIVITIES, BUT IT'S NOT 
ONLY ABOUT THAT. IT'S ABOUT THE 
ACTIONS THAT YOU CAN TAKE WITH THE 
DATA. THE INSIGHTS THAT YOU CAN 
GET AND THE ACTIONS THAT YOU CAN 
TAKE AND ONE MORE THING I WANT TO 
CALL OUT IS LIKE JAMES SAID YESTERDAY. 
WE'RE NOT A STAND-ALONE PRODUCT 
DID IN THE SENSE THAT YES, IT IS 
A SEPARATE PRODUCT IN THE DYNAMICS 
FAMILY BUT WE ARE CONNECTED TO ALL 
OF THE REST OF THE DYNAMICS AND 
THE POWER PLATFORM APPLICATIONS 
SO ALL OF THE DATA THAT YOU GET 
WITH CUSTOMER INSIGHTS YOU CAN TAKE 
ANYWHERE YOU WANT. IT'S YOUR DATA 
AND WE'LL SEE SOME OF THESE INTEGRATIONS 
LATER TODAY. SO, IN MY DEMO TODAY, 
WE'LL TALK A LITTLE BIT ABOUT THE 
DATA, BUT I WANT TO FOCUS MONTH 
R MORE ON THE INSIGHTS THAT YOU 
CAN CREATE AND THE ACTIONS THAT 
YOU CAN TAKE. WHAT DO WE DO? WE 
GET THE DATA FROM THE VARIOUS DATA 
SOURCES WITH A PRE-BUILT CONNECTOR 
SO IF YOU'RE FAMILIAR WITH THE RBI 
CONNECTORS WE'RE USING ACTUALLY 
THE SAME DATA FLOWS TO BRINGING 
DATA FROM ALL OF YOUR DATA SOURCES 
INTO ONE PLACE AND THEN THE SECOND 
STEP WOULD BE TO UNIFY THIS DATA, 
SO WE USE SOME ALGORITHMS AND YOUR 
OWN DEFINED RULES TO MATCH USERS 
FROM ALL OF THESE DATA SOURCES, 
SO NOW YOU KNOW ONCE WE'RE DONE 
WITH UNI- ANY INDICATION, YOU KNOW 
THAT HAD THESE SALES AND THESE WEB 
ACTIVITIES AND THIS SOCIAL MEDIA 
DATA ALL IN ONE TIMELINE THAT SHOWS 
YOU EVERYTHING ABOUT THIS USER, 
ALL RIGHT? AND AS I SAID, AFTER 
THAT, YOU CREATE SOME INSIGHTS, 
YOU CREATE SOME MODELS THAT DRIVE 
YOUR BUSINESS PROCESSES, AND YOU 
ALSO TAKE IT OUTSIDE, SO IF WE DO 
OUR JOB RIGHT, ALL THE DATA THAT 
YOU CREATE AND INSIGHTS THAT YOU 
CREATE IN CUSTOMER INSIGHTS THAT 
YOU TAKE INTO YOUR OWN APPLICATIONS, 
YOUR BUSINESS END-USERS, THE SALESPERSONS, 
THE MARKETING MANAGERS THAT USE 
OTHER APPLICATIONS DON'T EVEN KNOW 
THAT CUSTOMER INSIGHTS EXIST. JUST 
SOME MAGIC HAPPENS, THEY GET ALL 
OF THIS INFORMATION AND DATA IN 
THEIR APPLICATIONS, AND WE'LL SEE 
HOW THAT WORKS. SO, I'LL SWITCH 
TO A DEMO, SHOW YOU MY SCREEN. OR 
NOT -- SORRY, LET ME GET OUT OF 
THIS. SO THIS IS CUSTOMER INSIGHTS, 
AND AS I SAID, THE FIRST STEP IS 
TO BRING IN ALL OF THE DATA SOURCES 
AND IN MY DEMO TODAY WE'RE GOING 
TO TALK ABOUT HOTEL AS OUR IMAGINARY 
CUSTOMER THAT BROUGHT IN DATA FROM 
THEIR CRM, THEY'RE USING DYNAMICS 
FOR SALES , AND FROM SOME OTHER 
DATA SOURCES LIKE THEIR HOTEL RESERVATIONS, 
AND THEN HOTEL ACTIVITIES THAT CUSTOMERS 
CAN PURCHASE ON-SITE AND I'M NOT 
GOING TO TALK A LOT ABOUT OUR UNIFIED 
PROCESS, IF YOU HAVE QUESTIONS, 
HOW WE DO THAT. PLEASE COME FIND 
US. WE HAVE A BOOTH THERE, BECAUSE 
TODAY I ONLY HAVE 20 MINUTES. I 
CAN TALK FOR TWO HOURS ABOUT THIS 
PRODUCT, BUT I WANT TO FOCUS ON 
WHAT WE CAN DO WITH THE DATA. SO, 
NOW THAT YOU HAVE A UNIFIED PROFILE 
OF THE USER AND YOU KNOW ALL OF 
THEIR ACTIVITIES, ALL OF THEIR MODEL 
DATA SOURCES WE CAN START BUILDING 
INSIGHTS ON TOP OF THAT. ONE OF 
THE TYPES OF INSIGHTS IS JUST IT 
CAN BE EITHER A CUSTOMER MEASURE 
SO IT'S ONLY ON THE CUSTOMER LEVEL, 
TOTAL SPEND, LIFETIME VALUE, THE 
SERVICES THEY USE. IT CAN BE DIMENSIONALIZED 
SO LIKE SERVICES PER-YEAR, PER- 
MONTH, PER SERVICE TYPE AND IT CAN 
ALSO BE A BUSINESS TYPE OF MEASURE 
BECAUSE THIS APPLICATION, AT THE 
AGGREGATED LEVEL YOU CAN TAKE THIS 
DATA AND GIVE IT TO THE HOTEL MANAGER 
OR YOUR BUSINESS MANAGER TO UNDERSTAND 
THE HEALTH OF THE BUSINESS, SO YOU 
CREATE THOSE MEASURES. THE OTHER 
THING THAT WE CAN DO HERE IS HELP 
YOUR DATA SCIENTISTS TO START PREPARE 
THE DATA AND USE IT IN YOUR MODEL 
S, SO THE FIRST THING THAT IN TERMS 
OF OUR CAPABILITIES, THE FIRST EXPERIENCE 
THAT WE UNLOCKED IS THE BRING YOUR 
OWN MODEL. AI IS HARD. IT'S REALLY 
HARD TO HAVE A TEMPLATE THAT WORKS 
FOR EVERYONE THERE IS NO ONE-SIZE-FITS-ALL. 
IN SOME SCENARIOS AND YOU SAW THAT 
MAYBE IF YOU ATTENDED SOME OF THE 
AI BUILDER DEMOS, THEN YES, YOU 
CAN USE SOME TEMPLATES TO BUILD 
AI MODELS AND WE ARE GOING TO PROVIDE 
THESE CAPABILITIES LATER IN OUR 
OCTOBER TIMELINE BUT RIGHT NOW THE 
FIRST APPLICATION THAT WE PROVIDE 
IS THE ABILITY TO WORK WITH YOUR 
DATA SCIENTISTS OR WITH A PARTNER 
THAT CAN BUILD A MODEL FOR YOU, 
TAKE ALL OF THE DATA THAT YOU'VE 
BUILT IN CI, THE UNIFIED CUSTOMER 
PROFILE, ALL OF THEIR ACTIVITIES, 
ALL OF THEIR MEASURES THAT YOU CREATED, 
THE DATA THAT YOU PREPARED FOR THEM 
AND TAKE IT OUTSIDE TO AN AZURE 
BLOG AND LET YOUR DATA SCIENTIST 
BUILD A MODEL FOR YOU AND THEN BRING 
THE DATA BACK INTO CI TO CONTINUE 
AND BUILD THE INSIGHTS ON TOP OF 
THAT SO THE FIRST EFFORT IS TO EXPORT 
THE DATA INTO AN AZURE BLOCK, RUN 
THE MODEL, HAVE YOUR DATA SCIENTIST 
RUN THE MODEL AND THEN PUBLISH THE 
MODEL INTO YOUR OWN TENANT, AND 
ONCE THIS IS DONALD IN OUR SCENARIO 
WE CREATED TWO MODELS. ONE IS LIKE 
A BEST/NEXT OFFER AND THINK THAT 
THIS DATA COMES FROM MANY DIFFERENT 
DATA SOURCES IT'S NOT JUST YOUR 
SALES DATA. YOU CAN BUILD A MODEL 
THAT IS BASED ON ALL OF THEIR ACTIVITIES 
ACROSS ALL OF THE DATA SOURCES BECAUSE 
WE NOW KNOW THAT IT'S THE SAME PERSON 
IN ALL OF THESE ACTIVITIES. WHAT 
WE ARE ALLOWED TO DO IS CREATE A 
WORK FLOW THAT AUTOMATICALLY KICKS 
THAT MODEL THAT IS NOW PUBLISHED, 
WE DISCOVER THAT MODEL FOR YOU BECAUSE 
IT'S UNDER THE SAME TENANT, AND 
YOU CREATE THE WORK FLOW, SORRY, 
YOU CREATE THE WORK FLOW THAT EVERY 
DAY, ONCE WE REFRESH ALL THE DATA, 
YOU GO AND IT KICKS THE SCORING 
OF THE MODEL, GETS THE DATA BACK 
INTO C I, LIKE AN ENTITY, AS A NEW 
ENTITY THAT YOU CAN NOW BUILD AGAIN 
YOUR MEASURES OR SEGMENTS ON TOP 
OF IT, ALL RIGHT? AND THEN IN THE 
FUTURE AS I SAID , WE'RE GOING TO 
HAVE MORE CAPABILITIES WITHIN THE 
APP, LIKE THE INTEGRATION WITH AI 
BUILDER AND SOME MORE INTELLIGENT 
SEGMENT AND MEASURES OURSELVES BUT 
THE FIRST APPLICATION BECAUSE WE 
KNOW AI IS HARD AND EVERYTHING IS 
CUSTOMIZED WE'LL LET YOU BRING YOUR 
OWN MODEL FOR YOUR NEEDS FOR THE 
DATA THAT YOU HAVE. SO YOU CREATE 
THE WORK FLOW, WE DISCOVER IT AUTOMATICALLY, 
WE DISCOVER THE INPUTS AND THE OUTPUTS 
OF THE MODEL, AND YOU'RE DONALD 
WHAT HAPPENS NOW IS A NEW ENTITY 
IS CREATED FOR YOU AND IF YOU GO 
TO ALL OF YOUR DATA SOURCES, YOU'LL 
BE ABLE TO SEE THAT NOW, YOU HAVE 
TWO NEW ENTITIES THAT WERE BROUGHT 
INTO THE SYSTEM WHICH IS THE CUSTOMER 
SCORE AND THE CUSTOMER RECOMMENDATIONS, 
AND I FORGOT TO MENTION THAT EVERYTHING 
IS IN OUR SYSTEM IS AN ENTITY WHICH 
MEANS EVERYTHING IS AN ENTITY THAT 
IS STANDARDIZED FORMALIZED. YOU 
CAN TAKE IT ANYWHERE YOU WANT AND 
YOU CAN EXPORT IT TO CS V, TAKE 
IT TO ANY OTHER DYNAMICS OR POWER 
PLATFORM APPLICATION. THE LAST TYPE 
OF INSIGHT THAT YOU CAN CREATE WITH 
OUR SYSTEM IS SEGMENTS, AND OUR 
TURN TODAY IS NO VERY DIFFERENT 
FROM ANY REGULAR SEGMENTATION THAT 
YOU MIGHT BE FAMILIAR WITH. IT'S 
THE SAME TYPES OF CONDITIONS AND 
OPERATORS THAT YOU CAN CREATE BUT 
THE MAIN PART HERE IS THE ABILITY 
TO CREATE THESE CONDITIONS. AGAIN, 
ON DATA SOURCES, THAT WERE SILOED 
BEFORE, AND NOW ARE BROUGHT INTO 
ONE PLACE, SO THINK ABOUT IT, A 
SEGMENT THAT IS ALL OF MY CUSTOMERS 
THAT READ THREE E-MAILS BECAUSE 
I BROUGHT IN MY MARKETING ENGAGEMENT 
DATA, VISIT ED MY WEBSITE FIVE TIMES 
IN THE LAST THREE DAYS AND ALSO 
HAVE HIGH CHURN SCORE. ALL OF THAT, 
IN ONE SEGMENT, THAT NOW YOU CAN 
TAKE INTO YOUR MARKETING APPLICATIONS 
AND BRING IT BACK, AND USE THAT. 
SO THESE ARE THE TYPES OF INSIGHTS 
THAT WE CAN CREATE BUT NOW INSIGHTS 
BY THEMSELVES ARE NOT INTERESTING 
IF YOU CAN NOT TAKE ACTION ON TOP 
OF THAT SO WHAT CAN YOU DO WITH 
THE DATA? AS I SAID, WE'RE WORKING 
SEAMLESSLY WITH EVERYTHING WITHIN 
THE DYNAMICS AND POWER PLATFORM 
FAMILY, SO THE FIRST THING THAT 
YOU CAN DO IS, SORRY LET ME SWITCH 
BACK TO MY DECK AND THAT ONE I WILL 
SHOW YOU IS, THE FIRST THING THAT 
YOU CAN DO SO IF YOU HAVE SEEN SOME 
OF THE SALES INSIGHT DEMOS, THEN 
YOU'LL SEE THAT THERE IS A NEW CONTACT 
CARD, IT'S AVAILABLE IN THE APP 
STORE THAT IS AN ADD-ON TO DYNAMICS 
AND YOU CAN BRING IN DATA FROM CUSTOMER 
INSIGHTS, INCLUDING THE MEASURES 
THAT YOU CREATED IN CUSTOMER INSIGHTS 
AND SEE THAT IN SALES OR IN MARKETING 
OR IN ANY DYNAMICS APP YOU CAN BRING 
ALL OF THE USER'S ACTIVITY INTO 
SALES SO NOW IT'S NO LONGER JUST 
THE SALES THAT YOU HAD THE SALES 
PERSON HAD THAT WITH THAT LEAD. 
IT'S EVERYTHING THAT THEY DID OUTSIDE 
THE SALES AND ALSO YOU CAN START 
CREATING CARDS WITH A CARDLESS SYSTEM 
THAT USED THE CI , THE CUSTOMER 
INSIGHTS, OUTPUT LIKE THE CHURN 
SCORE, THEIR NAMES, THEIR NEXT BEST 
OFFER FOR THEM, AND PUT THAT ON 
THE CARD WITHIN SALES AND THAT GOES 
AGAIN WITH ANY OTHER DYNAMICS APP. 
YOU CAN DO THAT, THIS IS JUST A 
SALES EXAMPLE. THE OTHER EXAMPLE 
THAT I HAVE AND I DID THAT REALLY 
EASILY, JUST THIS MORNING. SORRY, 
LET ME GET OUT OF THE PRESENTATION 
MODE. YOU CAN ALSO CREATE A POWER 
APP. SO WHAT I DID TODAY IS JUST 
CREATED A VERY SIMPLE POWER APP 
THAT WE BUILD CONNECTORS FROM POWER 
APPS AND FLOW, INTO CUSTOMER INSIGHTS, 
SO WE BROUGHT ALL OF THE PROFILE 
DATA FROM CUSTOMER INSIGHTS AND 
FOR EACH OF THE CUSTOMERS, ALL OF 
THEIR ACTIVITIES, THEIR SCORE, THIS 
IS SOMETHING THAT I DID IN LIKE 
10 MINUTES EARLIER THIS MORNING 
AND START TO CUSTOMIZE THAT FOR 
THE APPS THAT YOU NEED SO IF YOU 
DON'T LIKE CUSTOMER INSIGHTS YOU 
CAN BUILD THE POWER APPS AND CALL 
OUR SERVICES. WE HAVE AN EVERYTHING 
THAT IS AVAILABLE THROUGH OUR APP 
IS ALSO AVAILABLE THROUGH API'S 
AS WELL SO NOT ONLY YOU GET THE 
DATA, YOU CAN GET ACCESS TO ALL 
OF OUR SERVICES FROM API'S. AND 
THEN I ALSO BUILD A FLOW SO YOU 
CAN BRING THE DATA THAT CUSTOMER 
AND START CREATING TRIGGERS AND 
CONDITIONS LIKE FOR EXAMPLE, IF 
THIS CUSTOMER HAS A CHURN SCORE 
THAT IS GREATER THAN 0. 8 THEN DO 
SOMETHING. IF YES, FOR EXAMPLE, 
CREATE, I SHOWED YOU THE EXAMPLE 
OF A CONTACT CARD, RIGHT? SO YOU 
CAN START PERSONALIZING THAT WITH 
THE USER NAME, WITH THE CUSTOMER 
NAME AND SOME ACTION THAT YOU WANT 
TO TAKE FOR THAT CUSTOMER. SORRY, 
IT CLOSED BEFORE. SO YOU CAN BRING 
THEIR FULL NAME , SOME OTHER INFORMATION 
FROM CUSTOMER INSIGHTS, THEIR CHURN 
SCORE AND DECIDE WHAT TO DO WITH 
THE DATA. ALL OF THAT EMBEDDED INSIDE 
SALES OR DYNAMICS OR WHEREVER YOU'RE 
USING FLOWS AND APPS. ALL RIGHT? 
THEN WE ALSO CAN TAKE THIS DATA 
INTO RBI, BECAUSE AS I SAID WE'RE 
IN THE SAME FAMILY. MAYBE OUR HOTEL 
MANAGER WANTS TO SEE THE DATA IN 
THE AGGREGATED LEVEL AND CREATE 
THEIR OWN CUSTOM DASHBOARDS AND 
YOU CAN BRING ALL OF THE DATA INTO 
POWER BI, AND THEN IN TERMS OF MARKETING 
YOU CAN EXPORT THOSE SEGMENTS TODAY 
INTO DYNAMICS MARKETING LISTS, AND 
SOON TO BE DYNAMICS MARKETING SEGMENTS 
AND WE'RE ALSO WORKING IN AN ADOBE 
CONNECTOR AND IF YOU HAVE OTHER 
MARKETING APPLICATIONS THAT YOU 
WANT US TO START CONNECTING WITH 
, TALK TO US AND WE'LL START AND 
FIND AND CREATE THOSE CONNECTORS 
FOR YOU. ALL RIGHT? LET ME GET BACK 
TO MY DECK. SO WE SAW HOW WE CREATED 
A FLOW. WE CREATED A CUSTOMER CARD, 
AND NOW YOU CAN, IN SALES INSIGHTS, 
IN THE DASHBOARD, YOU CAN START 
SEEING FOR THE SALES MANAGER HOW 
THESE FLOWS ARE STARTING TO SHOW 
THESE ASSISTANT CARDS WITHIN DYNAMICS 
AND AGAIN THIS WORKS WITH ANY DYNAMIC 
APP. SO WHAT DID WE LEARN TODAY? 
THIS IS HOW WE DO IT. WE START BY 
GETTING THE DATA FROM ALL OF THE 
DATA SOURCES, CREATING A UNIFIED 
VIEW, A UNIFIED PROFILE, OF OUR 
CUSTOMER S WITH ALL OF THEIR ACTIVITIES, 
ALL OF THEIR INTERACTIONS. WE START 
CREATING INSIGHTS ON TOP OF THAT, 
AND TAKING ACTION ON THOSE INSIGHTS, 
OUTSIDE AND AS I SAID IF WE DO OUR 
JOB RIGHT , NONE OF THE SALESPEOPLE, 
ANYONE WHO IS THE BUSINESS END-USER, 
THE RECEPTION AND THE SALES MANAGER 
THEY DON'T KNOW THAT CUSTOMER INSIGHTS 
EXIST. THEY JUST GET THOSE INSIGHTS 
BECAUSE SOMETHING HAPPENS AND THEY 
GET THAT. YOU CAN ADAPT AND EXTEND 
WE WORK WITH AZURE, ANY AZURE APPLICATION, 
DYNAMICS PLATFORM, AND THEN EVERYTHING 
IS BUILT ON TOP OF AZURE AND IT'S 
ALL RELIABLE AND YOU TRUST US WITH 
YOUR DATA. SO, WHAT SHOULD YOU DO? 
FIND US, AS I SAID. WE HAVE A STAND 
THERE IN THE BOOTH. COME TALK TO 
US, SEE IF THESE SCENARIOS WORK 
FOR YOU AND WE CAN TRY AND SEE WHAT 
WE CAN DO FOR YOU. JOIN OUR PANEL, 
IF YOU WANT TO GET FIRST ACCESS 
TO A NEW FEATURE, WE ARE SHIPPING 
EVERY WEEK, NEW FEATURES. AS I SAID 
WE'RE A NEW PRODUCT. WE JUST LAUNCHED. 
THIS IS OUR FIRST BIG EVENT WHERE 
WE SHOW THIS PRODUCT AND GO AND 
START YOUR OWN TRIAL. I'M SORRY 
ABOUT THAT. IT'S DYNAMICS 365 CI. 
START YOUR OWN TRIAL. GO THERE, 
YOU GET A FREE TRIAL FOR 30 DAYS 
AND WITH DEMO DATA THAT YOU CAN 
PREVIEW, OR YOU CAN START BRINGING 
YOUR OWN DATA AND START PLAYING 
WITH OUR TOOL. I THINK WE HAVE TWO 
MORE MINUTES , ANY QUESTIONS? ANYONE 
HAS A QUESTION? THANK YOU VERY MUCH. 
IT WAS A PLEASURE. >> [APPLAUSE] 
