View customer baseball card profile to improve customer experience

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Mar 1, 2023 To be announced

Business value

Online retail has created personalized experiences for customers through data use. Customer profile capability gives customer data to store employees, helping them to make personalized conversations and build stronger relationships with important customers. By providing personalized service, store employees can ensure a positive experience for customers, improve conversions, and drive higher revenues per customer.

Feature details

This feature provides a 360-degree customer view for deeper and more meaningful customer conversations, helping store employees to sell within the Store Operations Assist app.

  • Store employees can access customer information such as purchases, likes, promotions, offers, and loyalty points to make personalized conversations and build stronger relationships.
  • Store employees can enhance the customer profile by adding valuable information gathered during an interaction through features like notes, follow-ups, and wish lists.

See also

Search for a customer (docs)