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Hero Insights: Search & Filter Index in Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy!

In our last daring adventure we dove deep into Unity data but before being able to view your hero (customer) profiles, you will need to set up the Search and Filter index.

Customer Insights Search and Filter
We are almost there! Click…

Continue Reading Kylie Kiser’s Article on their blog

Hero Insights: Search & Filter Index in Customer Insights – Kylie Kiser

Learn how to set up the Search & Filter Index in Customer Insights so you can see a unified view of your records and find information quickly.

Blog Syndicated with Kylie Kiser’s Permission

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