Microsoft Dynamics 365 Customer Insights – Data

Use the native Delta format to process data for faster, more accurate and efficient ingestion, using connectors such as Microsoft Azure Data Lake Storage delta tables and Microsoft Dataverse.

When data is ingested, Customer Insights – Data performs some basic data profiling. For example, it profiles the frequency of repeated values in a column, to understand your data and address issues.

The Data Sources page categorizes Microsoft Power Platform dataflows into two sections, those managed by you and others – allowing visibility and control.

View all data sources – their status and the last refresh date, and perform actions such as refresh, delete and enrich from this view. Review corrupt data sources so you can fix them to allow for correct data ingestion and ensure data quality consistently.

Enhance your customer data with information from Microsoft and other partners before unifying it. This improves data completeness and quality, leading to better results. For example, using standardized address formats boosts match accuracy.

The near real-time feature shows customer interactions with your products or services within seconds. Scheduled refreshes handle large datasets and complex tasks. They retrieve data, unify it and enhance it with extra details. Real-time customer data is available instantly until the next scheduled refresh updates it from the source.

The real-time API can receive data through the Dynamics 365 Customer Insights connector, a dedicated Power Platform connector, without requiring any coding or deployment. This connector supports the same real-time actions as the API. Connection options are Power Apps, Power Automate and Azure Logic Apps.

The data prep report in Dynamics 365 Customer Insights – Data shows you the quality of your data and how ready it is for generating insights. It helps you improve your data to get better insights for your sales or marketing strategies.

In four steps, unification merges your customer data from different sources into one profile per customer. It removes duplicates and combines key information from all sources into a single record, breaking down data silos.

A customer card provides combined information after the data unification process, to drill down and expand on. You can use search, sort and filter to find both known and unknown customers.

When customers interact with websites, like adding products to a cart or signing up for a trial, they reveal their preferences. Dynamics 365 Customer Insights – Data acts on these signals in real-time to update customer profiles based on these interactions, to offer instant personalized experiences.

Transactions, support calls, website reviews, purchases, or returns come from various data sources. With Dynamics 365 Customer Insights – Data, you can combine these activities and link them to customer profiles, displayed in a timeline.

Dynamics 365 Customer Insights helps you manage customer consent by storing their preferences in unified customer profiles. If consent data is separate from profiles, add it as a new data source. This data is unified with customer profiles, creating profiles that include consent information.

Segments allow you to group customers based on factors like demographics, transactions, or behavior. Build, use and analyze these groups to target promotions, sales and customer support efforts. Create quick segments, use segment builder or Copilot.

Measures provide customer insights and analytics into customer behavior and business performance by analyzing unified profile data. For example, track total spend per customer or overall company sales. Use measures to plan activities, extract insights, and create them with the measure builder or templates.

Exports let you share specific data with other external applications such as Adobe, Active Campaign, Constant Contact, HubSpot, Google and more. Data you can export includes customer profiles, tables, schemas and mappings.