Microsoft D365 Customer Insights Setup: How One Team Configured Their Own Sales Data

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A team implemented Microsoft Dynamics 365 Customer Insights - Data by connecting their D365 Sales environment through Dataverse as their primary data source. Five tables were imported — Account, Opportunity, Contact, Activity, and Task — with the initial sync taking approximately 40 minutes to complete. The unification process involved mapping primary keys, configuring deduplication rules, and applying normalization settings such as Unicode-to-ASCII conversion and legal entity suffix handling, particularly for Japanese company names. After running match rules to link accounts and contacts via the standard Dataverse relationship, the unified data view revealed 135 merged and 528 individual customer columns with no exclusions. The team then created customer profiles and prepared to move on to building Measures and Segments within the platform.

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ProgrammingDEV Community ·

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