Dynamics 365 Customer Insights (Preview)

Reference

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)

Contact
Name	Microsoft
URL	Microsoft LogicApps Support Microsoft Power Automate Support Microsoft Power Apps Support

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)

Operation ID:: PostItem

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

Operation ID:: GetTables

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

Operation ID:: GetItem

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

Operation ID:: GetItems

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)

Operation ID:: GetPartitionData

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.

Body: PartitionDataResponse

Retrieve partitions for an entity (Preview)

Operation ID:: GetPartitions

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)

Operation ID:: GetPartitionsV2

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

Body: PartitionListResponse

Sends the status report

Operation ID:: SendStatusReport

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

Operation ID:: SendStatusReportV2

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)

Operation ID:: PatchItem

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

Operation ID:: GetOnDataSourceRefreshComplete

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

Body: DataSourcesList

Triggers a flow from the data source when refresh is failed

Operation ID:: GetOnDataSourceRefreshFail

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

Body: DataSourcesList

Triggers a flow when a business measure threshold is crossed

Operation ID:: GetOnBusinessMeasureUpdated

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

Body: MeasureData

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

Operation ID:: GetOnFullDagRefreshCompleted

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

Body: FullRefreshProcessData

Triggers a flow when a process in Customer Insights is completed

Operation ID:: GetOnProcessCompleted

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

Body: ProcessData

Triggers a flow when a segment threshold is crossed

Operation ID:: GetOnSegmentUpdated

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

Body: SegmentData

Definitions

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

Jaa

Dynamics 365 Customer Insights (Preview)

Throttling Limits

Actions

Create item (Preview)

Parameters

Get entities

Parameters

Returns

Get item

Parameters

Returns

Get items from an entity

Parameters

Returns

Retrieve data from a partition (Preview)

Parameters

Returns

Retrieve partitions for an entity (Preview)

Parameters

Returns

Retrieve partitions for an entity V2 (Preview)

Parameters

Returns

Sends the status report

Parameters

Sends the status report V2

Parameters

Update item (Preview)

Parameters

Returns

Triggers

Triggers a flow from the data source when refresh is completed

Parameters

Returns

Triggers a flow from the data source when refresh is failed

Parameters

Returns

Triggers a flow when a business measure threshold is crossed

Parameters

Returns

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

Parameters

Returns

Triggers a flow when a process in Customer Insights is completed

Parameters

Returns

Triggers a flow when a segment threshold is crossed

Parameters

Returns

Definitions

DataSourcesList

DataSource

SegmentData

MeasureData

FullRefreshProcessData

ProcessData

Table

PartitionListResponse

PartitionDataResponse

TablesList

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