Ingest data into Customer Insights - Data
Intermediate
Functional Consultant
Business User
Administrator
Dynamics 365
Customer Insights - Data
Bring data from multiple sources into Customer Insights - Data and prepare it for unification, segmentation, and activation. You'll learn ingestion patterns with Power Query, Dataverse, and lake-based sources, along with refresh and governance considerations that improve trust in AI-assisted insights.
Learning objectives
This module explains how to:
- Ingest data by using Power Query and attached data source connectors.
- Connect to Azure Data Lake and Microsoft Dataverse data sources.
- Prepare data for unification and downstream segmentation and analytics.
- Manage data sets and refresh behavior for reliable, current insights.
- Apply ingestion practices that improve confidence in AI-assisted outcomes.
Prerequisites
- Familiarity with Microsoft Dataverse.
- Experience with Power Query.
- Knowledge of data sets.