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Customer Insights (Preview)

by Microsoft Corporation

(1 ratings)

Direct access to information you need to better serve your customers.

Customer Insights Teams bot (Preview)

Microsoft Dynamics 365

Direct access to information to better serve your customers

The Customer Insights Teams bot enables teams and people with direct customer contact to quickly look up customer profiles in the Microsoft Teams app in the conversation with a bot.

The Customer Insights Teams bot allows to connect to your Customer Insights instance and can pull up profiles in Microsoft Teams on individual customers when you search for them by name, email address, or another indexed field. The bot presents a customer card for the requested customer with specific details that help to drive business decisions.

In order to use this app, you need to have access to a Customer Insights environment. Learn more.

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

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