{Customer Insights} Collect extra customer information without creating custom attributes

Hello Everyone,

Today I am going to share my thoughts on collect extra customer information without creating custom attributes.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can now easily gather additional information about your customers without creating new custom attributes. Here’s how:

1. Custom Form Fields:

Within the form editor, you can create any kind of question directly.

Drag and drop custom fields from the toolbox onto the form canvas.

Edit the label and properties as needed.

For instance, you can ask questions like, “what is your meal preference?” or create contest-related queries to enhance customer satifaction and retention.

2. Data Storage:

The answers provided are stored only as part of the form submission.

This approach ensures that you can access the value anytime without polluting your data with unnecessary custom attributes.

By using custom fields, you can efficiently collect extra customer information without cluttering your attribute schema.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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