How to – Unify (Map, Match and Merge) Entities in Dynamics 365 Customer Insights


In the earlier posts, we set up the trial of Dynamics 365 Customer Insights, configured our data sources, one from Microsoft Dataverse and the other from a local excel file.

In this post, we will unify the contact in our different data sources and create the Customer Profile.

Navigate to Unify, and click on +Select entities to select our contact entities from the different data sources for creating the customer profile.

We have selected all the fields from ContactsLocal Excel Data Source.

We have selected Id, emailaddress1, first name, gender code, last name, mobile phone field selected from the contact entity of CRMDataSource.

Click on Apply.

For CRM Data Source – Contact, we can see the field auto mapped as we have Intelligent mapping on by default.

For the primary key, we have specified ID as the primary key.

For Contact – Local Excel Data Source, we can see one field not mapped.

As we cannot find the field in the existing list of fields, we can type in and that will create the new field.

For the primary key, we have selected email.

Save the mapping.

Now let us move to Match.

Here we will define the order first.

Here we have specified our CRM’s Contact as the primary data source and specified that all the records from it should be included.

Next, we need to define the rules for matching the records between the data sources.

We have selected the email field and set the precision as Basic – Medium.

The other option for Precision is Custom, where a value between 1 to 100 can be specified and we can also add additional rules.

For now, we’d only keep the email address rule with precision as a basic – medium.

Save the changes and Run the rule.

We can see the results after some time.

Time for Merge now. Clicking on Merge, we can see that it has auto-combined 2 fields first name and last name.

We have the option of Editing, renaming, separating, excluding, moving fields up and down.

We’d save and run the Merge.

For Run, we have 2 options –

Run Only Merge will affect the unified customer entity, whereas Run Merge and downstream processes will run enrichment, segments, measures process followed by changes in the customer profile.

Here we have selected Run Only Merge.

After around 5 minutes we can see the Merge successful.

Clicking on Customers asks us to configure the last step – Search & filter index.


Click on Add fields to define fields for searching and filtering.

We have selected below fields for indexing

Save and Run.

After a couple of minutes, we can see the indexing is successful.

Click on Back to customers to see our customer profile ready.

We will explore other features of Customer Insights in the coming posts.

Hope it helps..

Advertisements

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

5 thoughts on “How to – Unify (Map, Match and Merge) Entities in Dynamics 365 Customer Insights”

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

CRM for You and Me

Customer Relationship Mgt App for the Professional

D CRM Explorer

Learn about Microsoft Dynamics CRM Power Platform customization and implementation and other cool stuffs

Stroke // Jonas Rapp

I know pre-stroke. I will improve who I was.

Power Melange

Power Melange By Shalinee

Clavin's Blog

Power Automate - Power Apps - SharePoint Online - Azure - Nintex - K2 - Artificial Intelligence

Sat Sangha Salon

An Inquiry in Being

The Indoencers

The Influencers & Influences of Indian Music

Monika Halan's blog

Hand's-free money management

D365 Demystified

A closer look at Microsoft Dynamics 365.

Microsoft Mate (msftmate) - Andrew Rogers

Experienced consultant primarily focused on Microsoft Dynamics 365 and the Power Platform

Knowhere365

Specific topics by Django Lohn on the whole Microsoft365 Stack

Manmit Rahevar's Blog

One Stop Destination for Microsoft Technology Solutions

MG

Naturally Curious

Brian Illand

Power Platform and Dynamics 365

Steve Mordue MVP

A Microsoft Business Applications MVP

Subwoofer 101

Bass defines your home theater

SQLTwins by Nakul Vachhrajani

SQL Server tips and experiences dedicated to my twin daughters.

Everything D365

Discovering Azure DevOps and D365 Business Applications

Tech Wizard

Lets do IT Spells

Two Bite Tips

Valuable Tips To Grow Your Business

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM

CRM TIPS BY PRM

Mail to crmtipsbyprm@gmail.com for queries and suggestions

nijos.dev

Giving back to the community what I have learned

xrm CRM Dynamics

Dynamics CRM Technical & Functional Info

Dynamics 365 Blogs - Explained in unique way

Sometimes you need to look at things from different perspective.

CRM Keeper

Dynamics 365 Customer Engagement, CRM, Microsoft CRM, Dynamics CRM

EVOLVED365

Step into the world of a Dynamics 365 Consultant

Dianamics PCF Lady

Diana & Dynamics 365 & Power Platform

Sara Lagerquist

No Code Customization Concepts

innovativeaj

developer, designer, writer, fun loving, patriotic, humble and a sweet person inside out :) love and respect people who have a great sense of humor.

Temmy Wahyu Raharjo

Dreaming to be a clean coder and TDD minded programmer.

Transform 365

We blog about problems we face and code we write to help others

%d bloggers like this: