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. https://nishantrana.me/2022/01/26/how-to-set-up-dynamics-365-customer-insights-trial/ https://nishantrana.me/2022/02/01/how-to-import-data-from-dataverse-crm-to-dynamics-365-customer-insights/…

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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. https://nishantrana.me/2022/01/26/how-to-set-up-dynamics-365-customer-insights-trial/ https://nishantrana.me/2022/02/01/how-to-import-data-from-dataverse-crm-to-dynamics-365-customer-insights/ https://nishantrana.me/2022/02/09/how-to-import-data-from-local-data-files-to-dynamics-365-customer-insights/ In this post, we will unify the contact in our different data sources and create the Customer Profile.

Blog Syndicated with Nishant Rana’s Permission

Author: Nishant Rana

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