From the Microsoft Dynamics 365 CE/CRM blogs; Web tracking and personalization; Signs you've outgrown your current model; SharePoint integration; Put Copilot to work in customer service

In this week's Microsoft Dynamics 365 CE/CRM blogs: 

• Web tracking and personalization overview Customer Insights – Data (preview)
• Five signs your environment has outgrown its current model
• Setting up the SharePoint integration
• Put Copilot to work in customer service

Web tracking and personalization overview Customer Insights – Data (preview)

Writing on the Inogic blog, Sam Kumar stated that web tracking and personalization in Dynamics 365 Customer Insights – Data (Preview) lets companies track what both anonymous and known visitors do on their websites. 

This information can be connected to customer profiles and used to group customers based on their interests and provide more personalized website experiences.

For example, Kumar wrote that an insurance customer might look at different coverage plans and use an online tool to get a quote before creating an account. Web tracking can connect those earlier website activities to the customer's profile once the customer is identified.

In his blog post, Kumar explained how web tracking and personalization in D365 Customer Insights – Data works and provides step-by-step instructions on how to implement it.

Five signs your environment has outgrown its current model

On the New Dynamic blog, Travis South wrote that teams often set up Dynamics 365 Customer Engagement support based on what they need when the system goes live.