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Release Notes AI Customer Intelligence

What's new?

 

Customer Intelligence 1.1.5.0
Customer Intelligence 1.1.4.7
Customer Intelligence 1.1.4.6
Customer Intelligence 1.1.4.5
Customer Intelligence 1.1.4.2
Customer Intelligence 1.1.3.9
Customer Intelligence 1.1.3.7
Customer Intelligence 1.1.3.5
Customer Intelligence 1.1.3.4

 

AI Customer Intelligence 1.1.5.0 – 08.12.2025

Major KPI Overhaul 

  • Complete rebuild of the KPI structure to improve clarity, accuracy, and user understanding. 
  • Updated and expanded KPI descriptions — critical for precise automatic translations into other languages. For full description please go to KPI's - AI Customer Intelligence
  • Standardized terminology across KPI categories for consistent analytics and reporting. 
  • Updated tooltips for multiple KPIs to improve usability and explainability. 
  • Introduction of new KPIs:  
    • Customer Insights (AI Summary) 
    • Customer Insights Date 

Enhancements to Global Translations 

  • Full review and refinement of translation strings across the entire application. 
  • Improved translations for:  
    • KPI names 
    • KPI descriptions 
    • App labels and UI components 
  • Translation locks added for proper nouns and fixed terms to protect against accidental or incorrect automated translation. 
  • Unified and standardized terminology across all supported languages. 

General Fixes and Stability Improvements 

  • Improved overall app performance and faster KPI rendering. 
  • UI clean-up, layout alignment fixes, and improved visual consistency. 

AI Customer Intelligence 1.1.4.7 – 12.10.2025

PDF & Word Export Functionality

  • Added full support for exporting AI-generated insights and reports to:

    • PDF

    • Word (DOCX)

  • Users can now instantly generate clean, formatted documents directly from:

    • Customer Insights

    • Company Information

  • Exported documents preserve layout consistency with the Business Central visual layer, ensuring that formatting, styling, and emphasis remain intact.

  • This feature enables more effective sharing of insights across teams, supports offline review, and enhances collaboration with stakeholders who do not use the application directly.

AI Customer Intelligence 1.1.4.6 – 27.06.2025

General Improvements

  • Internal improvements were made to support future releases and enhance long-term maintainability of the solution.

AI Customer Intelligence 1.1.4.5 – 26.06.2025

General Improvements

  • Background optimizations have been completed to ensure stability, reliability, and scalability of upcoming features.

AI Customer Intelligence 1.1.4.2 – 11.04.2025

New Feature Availability & Data Quality Enhancements

  • Added missing action buttons for:

    • Company Information

    • Customer Insights

    These were introduced in all appropriate interface locations to ensure consistent access across the application.

  • Corrected the CLV (Customer Lifetime Value) displayed in the FactBox.
    The value now accurately reflects the customer group's financial indicators.

  • Extended availability of AI actions through:

    • Custom Tiles

    • Churn-group breakdown tiles

    This broadens user control and improves accessibility of analytical features throughout the system.

AI Customer Intelligence 1.1.3.9 – 10.12.2024

Customer Insights Enhancements & Data Handling Improvements

  • Improved Customer Insights generation logic, resulting in higher-quality narratives and more actionable recommendations.

  • Introduced temporary table processing to reduce locking on the Customer table and improve overall system responsiveness during insight creation.

User Experience Enhancements

  • Customer Intelligence menu moved to a Promoted position for easier discovery and faster access to core actions.

  • Added Customer List indicators showing whether an AI action has previously been executed for a customer, enhancing workflow transparency.

  • Extended AI actions across various UI entry points, including tiles and mobile-accessible areas, improving flexibility and usability.

AI Customer Intelligence 1.1.3.7 – 29.08.2024

New Endpoint Integration & Multilingual Insights

  • Customer Insights and Company Information now communicate using a modernized JSON-based endpoint with:

    • Enhanced reliability

    • Stronger security through embedded keys

    • Unified resource management

  • Insights can now be generated in the user’s default application language, with support for:

    • English

    • Greek

    • Polish

    • German

    • Dutch

  • Improved formatting through HTML rendering ensures increased readability of generated insights.

  • Fixed encoding issues affecting restored Insight content.

Permission Model & Translation Improvements

  • Introduced a dedicated permission set with unified naming for clearer administration.

  • Users without required permissions now receive clear notifications preventing unauthorized access.

  • Multiple translation corrections were applied to ensure linguistic accuracy and consistency across Polish-language UI components.

Guided Tour Enhancements

  • Integrated Guided Tour into the App Management page for on-demand help.

  • Added support for GIF/video-based instructional content to improve user training.

AI Customer Intelligence 1.1.3.5 – 07.06.2024

Feature Enhancements & Data Quality Fixes

  • Corrected churn probability storage in Compare Hub to ensure accurate comparisons.

  • Hidden Location Code field on Customer List for interface cleanliness and reduced clutter.

  • Added Company Information feature into the intelligence package for improved workflow integration.

Customer Intelligence Additions

  • New Customer Card section introduced, featuring:

    • Classification history

    • One-click access to Company Information generation

  • Added safeguards preventing AI actions from executing when insufficient data exists.

  • Removed outdated validation requirements for email and partner name, simplifying workflows.

AI Customer Intelligence 1.1.3.4 – 08.04.2024

Language Expansion & Onboarding Experience

  • Full translation of the application into:

    • English

    • German

    • Dutch

    • Polish

    • Greek

  • Added a Welcome Module guiding users through activation and initial setup.

Customer Insights Functionality

  • Insights now available for all active customers.

  • Delivered in English, with improved UX during generation (loading screens + clean display layout).

Classification & Analytics Enhancements

  • Added customer exclusion toggle for tailored dataset preparation before analysis.

  • Integrated all Customer Intelligence KPIs with Analyse View for deeper analytics.

Comparison Module

  • New comparison tool added to Role Center enabling:

    • Side-by-side classification analysis

    • Exclusion of customers who have not changed group

    • Drill-down capabilities into detailed results