Summary
Dynamics 365 Customer Insights - Data helps your organization build a deep understanding of your customer base by connecting customer data from various transactional, behavioral, and observational sources into a single unified profile to create a 360-degree customer view. The first part of this process is to use data from different sources such as an Azure Data Lake, Microsoft Dataverse, or data from other sources such as Oracle, Azure SQL and more. Once ingested, the data can be used as part of the unified profile, for activities, and more.
We examined the different options for ingesting data into Customer Insights - Data, including:
Reviewing what data ingestion is and examining what is important to consider when getting ready to ingest data.
Examining how to import data into Customer Insights - Data by using Power Query.
Explaining what should be considered when ingesting data from the Azure Data Lake.
Examining how to ingest data from Microsoft Dataverse.
Reviewing how to work with data sources after they're ingested into Customer Insights - Data.
Explaining the different options that are available for refreshing Customer Insights data sources such as scheduled, incremental, and real-time.
The next steps are understanding how to merge the customer profile-related data you ingested into the application from your different data sources to create a unified customer profile. This includes understanding how the unification process works, and what steps need to be completed.