D365 Customer Insights for Our Own Sales Team (Customer Zero) (1) Setting Up Customer Insights - Data

Once the D365 Customer Insights installation is complete, the first step is connecting data to the Data module. Since we need data from D365 Sales, we pull it in via Dataverse. Overall Flow Add data source → Confirm change tracking → Select tables → Set primary keys → Deduplication rules (entity resolution) → Match rules (linking) → Unified data view → Run unification / Complete Adding a Data Source Click "Add data source" and the next screen will appear. Since we're using D365 Sales data, select Dataverse. Enter a data source name (anything is fine) and the D365 Sales server address, then click "Next." On the next screen, select the tables needed for the data connection. For this implementation, we selected the following five tables: account (Account) opportunity (Opportunity) contact (Contact) activitypointer (Activity) task (Task) The initial data sync takes some time — ours completed after about 40 minutes. You can confirm that dat