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..


How to – Import Data from local data files to Dynamics 365 Customer Insights

Continuing our previous posts,

Set up Dynamics 365 Customer Insights Trial

Import Data from Dataverse

here we will import the contact records from a local excel file.

Navigate to Data >> Data Sources and click on Add data source

This time we will select the import method as Microsoft Power Query

Select Excel Workbook as the source.

Select Upload File (preview) option that lets us upload or drag a file directly from the local machine.

It will upload the file to the user’s OneDrive for Business account.

On dragging or uploading the file, we need to specify details for Connection Credentials i.e. create a new connection (if not already existing).

We have the different options for

  • Authentication kind – Anonymous or Organization Account.
  • Privacy Level – None, Private, Organizational, Public.

Let us change the Authentication kind to Organization account (followed by sign-in) and Privacy Level as Public and click on Next.

After successful sign-in, click on Next.

We can also see the file uploaded in the one drive.

Now within the Power Query editor, we have set the first row as a header.

Also, we need to remove the space from the column name (if any).

Save the query and click on Next.

For now, we have set the Refresh Settings as Refresh manually.

We can see the new data source added and being refreshed.

We have just 10 records in our Contact excel file.

It took around 2 hours for refresh to complete.

We can see the contact entity from the excel file added in Entities.

Click on it to see the Attributes.

And the Data

Now we have our contacts data ready from 2 different data sources ready, one from Dataverse and another from excel for the map, match, and merge, which we would do in the next post.

Hope it helps..


How to – Delete Data Source in Dynamics 365 Customer Insights

While trying to delete a data source we might below error if we have already used it for Match and Merge for defining the customer profile.

“Couldn’t delete data source. To process, remove its entities from: Match, Merge.”

Click on Enrichment

Navigate to Match.

Here also we cannot remove the entities in Unify as we have already used them in Merge.

So let us navigate to Merge.

Select all the fields from the DataSource (CRMDataSource in our case) which we want to delete, and click on Exclude.

Save the changes.

Now navigate back to Match and we will get the option to remove the CRMDataSource.

However, we will still not see the option to save the change as we just have 2 entities there.

Here we can add a different data source’s entity, e.g. we added the contact from our test data source.

And saved the changes.

Now as the last step we need to remove the entity from the Map also.

Click on Edit fields and unselect the entity, followed by Apply.

Navigating back to Data Sources, we were able to delete the Data Source successfully now.

So in short, if we need to delete a data source, which we have configured for customer profile, we need to first remove its references from Merge, Match and than Map.

Hope it helps..


Couldn’t add resource. Microsoft Dataverse is in use error in Dynamics 365 Customer Insights

We might get the below error while trying to add Microsoft Dataverse Data source in Dynamics 365 Customer Insights.

“Coundn’t add resource. Microsoft Dataverse is in use”

As the error message indicates, this is because we have an already existing data source connected to that same organization.

We can edit the Data Source and can add entities to the same connection.

also delete the data source, if its entities are not used in Match and Merge

else we will get the below error message.

“To proceed, remove its entities from: Match, Merge”

In this case we will have to remove the entities from any Merge and Match configuration first.

Hope it helps..


How to – Import Data from Dataverse / CRM to Dynamics 365 Customer Insights

In the last post, we had set up the trial version of Dynamics 365 Customer Insights.

Currently, our trial instance has no data.

We can ingest data into Dynamics 365 Customer Insights from Microsoft Dataverse either using Microsoft Power Query (Dataverse Connector)

or Microsoft Dataverse import method.

The Microsoft Dataverse import method doesn’t copy the data into the Customer Insights / Audience Insights Data Lake, however, it doesn’t allow for Extract, Transform, Load (ETL) as in the case of Microsoft Power Query data source.

Select Audience Insights >> Data >> Data Sources >> Choose your import method – Microsoft Dataverse

Provide a name to the data source and click on Next.

Enter the Server address, Sign in, and click on Next.

Select the Entity, here we have selected the contact entity for now.

We can see the data source is being refreshed.

We have the option of stopping the refresh.

We are having 100 records in our contact entity inside CRM.

It took around 5 hours for the refresh to complete successfully.

We have the option of Edit, Refresh and Delete on the Data Source after the successful refresh.

We can see the contact entity available within Data >> Entities section

Clicking on contact, we can see the Attributes used and Data in it as well as the option to download the data.

The download will be downloading the first 100K records.

Now when it comes to creating a unified customer profile through (MMM) i.e. mapping, matching, and merging, it requires a minimum of 2 entities to be there, to generate the Customer Profile.

In the next post, we will import some sample contact data from a local excel file and use it for further configuring our customer profile.

How to – Import Data from local data files to Dynamics 365 Customer Insights

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

Hope it helps..


How to – Set up Dynamics 365 Customer Insights Trial set up the trial of Customer Insights, open the Dynamics 365 Free Trial Page and scroll down to Dynamics 365 Customer Data Platform section

Click on Try for free

Sign in with your work account or the Dynamics 365 trial account created and click on Get Started

As a first step, it asks for specifying the region for the communication preferences.

For the trial, let us choose the Audience Insights option.

It opens the Demo environment having the sample data. We can explore and understand the features with the sample data or we can start a trial.

Let us select the option Start trial in the tool bar to connect it to an existing CRM / Dataverse Environment.

Enter the basic information requested. Make sure you have selected the correct region else you might get unable to create an environment error later.

The data storage option comes as disabled.

Specify the Dataverse / CRM environment’s URL. (here I am logged in with System Administrator user who is also the Global Admin)

Finally, review the information and click on Create.

This will configure a 30 day trial against the CRM / Dataverse environment.

Now we are ready to explore it further.

How to – Import Data from Dataverse / CRM to Dynamics 365 Customer Insights

How to – Import Data from local data files to Dynamics 365 Customer Insights

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

Hope it helps..

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