Dynamics 365 Customer Insights (Preview)

The Dynamics 365 Customer Insights connector provides a set of APIs to interact with Dynamics 365 Customer Insights instances.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Connector Metadata
Publisher Microsoft

To sign up for Dynamics 365 Customer Insights click here.

To use this connector in Power Apps, learn more here.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create item (Preview)

This operation creates an item on an entity

Get entities

This operation gets entities from an instance

Get item

This operation gets an item from an entity

Get items from an entity

This operation gets items from an entity. Depending on the entity, fields can be defined as filters:

  • UnifiedActivity entity: ActivityId and CustomerId fields
  • Customer entity: CustomerId field and any other fields indexed in the Customer Insights instance
  • Any other entities: CustomerId field.
Retrieve data from a partition (Preview)

Retrieve data from a partition.

Retrieve partitions for an entity (Preview)

Retrieve partitions for an entity.

Retrieve partitions for an entity V2 (Preview)

Retrieve partitions for an entity V2.

Sends the status report

Sends the status report.

Sends the status report V2

Sends the status report V2.

Update item (Preview)

This operation updates an item on an entity

Create item (Preview)

This operation creates an item on an entity

Parameters

Name Key Required Type Description
instanceId
dataset True string

Identifier of an instance

entityName
table True string

Name of an entity

recordItem
item True dynamic

Record to create

Get entities

This operation gets entities from an instance

Parameters

Name Key Required Type Description
instanceId
dataset True string

Identifier of an instance

Returns

Represents a list of tables.

Body
TablesList

Get item

This operation gets an item from an entity

Parameters

Name Key Required Type Description
instanceId
dataset True string

Identifier of an instance

entityName
table True string

Name of an entity

itemIdentifier
id True string

Identifier for the item

Returns

The outputs of this operation are dynamic.

Get items from an entity

This operation gets items from an entity. Depending on the entity, fields can be defined as filters:

  • UnifiedActivity entity: ActivityId and CustomerId fields
  • Customer entity: CustomerId field and any other fields indexed in the Customer Insights instance
  • Any other entities: CustomerId field.

Parameters

Name Key Required Type Description
instanceId
dataset True string

Identifier of an instance

entityName
table True string

Name of an entity

Filter Query
$filter string

An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).

Top Count
$top integer

Total number of entries to retrieve (default = all).

Select Query
$select string

Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Retrieve data from a partition (Preview)

Retrieve data from a partition.

Parameters

Name Key Required Type Description
The Customer Insights dataset
dataset True string

The Customer Insights dataset.

The entity
table True string

The entity.

The reference (URI or Name) of the partition
partitionUri True string

The reference (URI or Name) of the partition.

A comma separated line of columns
select string

A comma separated line of columns.

Position from where to start reading, in bytes
offsetStart integer

Position from where to start reading, in bytes.

Maximum bytes to read
maxSize integer

Maximum bytes to read.

Maximum number of records to return
maxResults integer

Maximum number of records to return.

Returns

The data from a partition.

Retrieve partitions for an entity (Preview)

Retrieve partitions for an entity.

Parameters

Name Key Required Type Description
The Customer Insights dataset
dataset True string

The Customer Insights dataset.

The entity
table True string

The entity.

Returns

response
array of Table

Retrieve partitions for an entity V2 (Preview)

Retrieve partitions for an entity V2.

Parameters

Name Key Required Type Description
The Customer Insights dataset
dataset True string

The Customer Insights dataset.

The entity
table True string

The entity.

The partitionDisplayName value to filter for
partitionDisplayName string

The partitionDisplayName value to filter for.

Returns

The list of partitions

Sends the status report

Sends the status report.

Parameters

Name Key Required Type Description
Instance id
dataset True string

Select an instance.

Report type
reportType True string

Select a report type.

Sends the status report V2

Sends the status report V2.

Parameters

Name Key Required Type Description
Instance id
dataset True string

Select an instance.

Report type
reportType True string

Select a report type.

Update item (Preview)

This operation updates an item on an entity

Parameters

Name Key Required Type Description
instanceId
dataset True string

Identifier of an instance

entityName
table True string

Name of an entity

itemIdentifier
id True string

Identifier for the item

recordItem
item True dynamic

Record to update

Returns

The outputs of this operation are dynamic.

Triggers

Triggers a flow from the data source when refresh is completed

This operation triggers a flow from the data source when refresh is completed in Dynamics 365 Customer Insights.

Triggers a flow from the data source when refresh is failed

This operation triggers a flow from the data source when refresh is failed in Dynamics 365 Customer Insights.

Triggers a flow when a business measure threshold is crossed

This operation triggers a flow when a business measure threshold is crossed in Dynamics 365 Customer Insights.

Triggers a flow when a full refresh of Customer Insights is completed

This operation triggers a flow when a full refresh of Customer Insights (data sources, segments, measures,...) is completed.

Triggers a flow when a process in Customer Insights is completed

A flow is triggered for scheduled refreshes of selected process. Additionally, you can choose to trigger a flow for manual refreshes.

Triggers a flow when a segment threshold is crossed

This operation triggers a flow when a segment threshold is crossed in Dynamics 365 Customer Insights.

Triggers a flow from the data source when refresh is completed

This operation triggers a flow from the data source when refresh is completed in Dynamics 365 Customer Insights.

Parameters

Name Key Required Type Description
Environment
dataset True string

dataset name.

Returns

DataSourcesList

Triggers a flow from the data source when refresh is failed

This operation triggers a flow from the data source when refresh is failed in Dynamics 365 Customer Insights.

Parameters

Name Key Required Type Description
Environment
dataset True string

dataset name.

Returns

DataSourcesList

Triggers a flow when a business measure threshold is crossed

This operation triggers a flow when a business measure threshold is crossed in Dynamics 365 Customer Insights.

Parameters

Name Key Required Type Description
Instance name
dataset True string

Select an instance.

Business Measure name
measure True string

Select a measure.

Threshold
threshold True double

Set any number as threshold.

Returns

Business Measure data

Triggers a flow when a full refresh of Customer Insights is completed

This operation triggers a flow when a full refresh of Customer Insights (data sources, segments, measures,...) is completed.

Parameters

Name Key Required Type Description
Instance name
dataset True string

Select an instance.

Returns

The information about executed full refresh

Triggers a flow when a process in Customer Insights is completed

A flow is triggered for scheduled refreshes of selected process. Additionally, you can choose to trigger a flow for manual refreshes.

Parameters

Name Key Required Type Description
Instance name
dataset True string

Select an instance.

Process
process string

Select a process.

Include manually triggered process
includingManualRefreshes boolean

Select yes if manually triggered process should be included.

Returns

The information about executed process

Triggers a flow when a segment threshold is crossed

This operation triggers a flow when a segment threshold is crossed in Dynamics 365 Customer Insights.

Parameters

Name Key Required Type Description
Instance name
dataset True string

Select an instance.

Segment name
segment True string

Select a segment.

Threshold
threshold True integer

Set any number as threshold.

Returns

Segment data

Definitions

DataSourcesList

DataSourcesList

Name Path Type Description
value
value array of DataSource

List of data sources

DataSource

DataSource Class

Name Path Type Description
RefreshType
RefreshType string

The type for data refresh

RefreshObjectId
RefreshObjectId string

The refresh object id

RefreshObjectVersion
RefreshObjectVersion integer

The refresh object version

Operation
Operation string

The operation name

JobType
JobType string

The job type

ErrorCode
ErrorCode string

The error code during data refresh.

ErrorMessage
ErrorMessage string

The error message during refresh

ErrorSeverity
ErrorSeverity string

The error serverity during refresh

StartTimeUtc
StartTimeUtc string

The start time for data refresh

EndTimeUtc
EndTimeUtc string

The end time for data refresh

SegmentData

Segment data

Name Path Type Description
Name
Name string

The segment name

DisplayName
DisplayName string

The segment display name

EvaluationDate
EvaluationDate date-time

The segment evaluation date

EntityCount
EntityCount integer

The actual count of segment members

Threshold
Threshold integer

The segment threshold

MeasureData

Business Measure data

Name Path Type Description
Name
Name string

The measure name

DisplayName
DisplayName string

The measure display name

EvaluationDate
EvaluationDate date-time

The measure evaluation date

Value
Value double

The value of the measure

ValueDisplayName
ValueDisplayName string

The display name of the value

Threshold
Threshold double

The measure threshold

FullRefreshProcessData

The information about executed full refresh

Name Path Type Description
NumberOfFailedTasks
NumberOfFailedTasks integer

The number of failed tasks

StartTime
StartTime date-time

The start time of the workflow step

EndTime
EndTime date-time

The end time of the workflow step

Duration
Duration integer

The duration of the process in minutes

Status
Status string

The status of the workflow step

StatusPage
StatusPage string

The link to the status page

ProcessData

The information about executed process

Name Path Type Description
StartTime
StartTime date-time

The start time of the workflow step

EndTime
EndTime date-time

The end time of the workflow step

Duration
Duration integer

The duration of the process in minutes

Status
Status string

The status of the workflow step

StatusPage
StatusPage string

The link to the status page

Table

Represents a table.

Name Path Type Description
Name
Name string

The name of the table. The name is used at runtime.

DisplayName
DisplayName string

The display name of the table.

DynamicProperties
DynamicProperties object

Additional table properties provided by the connector to the clients.

PartitionListResponse

The list of partitions

Name Path Type Description
Header
Header string

Header containing the attributes of the entity

Partitions
Partitions array of Table

List of partitions

PartitionDataResponse

The data from a partition.

Name Path Type Description
OffsetStart
OffsetStart integer

The starting offset.

OffsetEnd
OffsetEnd integer

The end offset.

Size
Size integer

The number of returned data.

Items
Items array of object

The dictionary containing data of maximum 'Size' items from a partition, from offset 'OffsetStart' to 'OffsetEnd'.

items
Items object

TablesList

Represents a list of tables.

Name Path Type Description
value
value array of Table

List of Tables