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

Short summary

Tutorial on setting up Dynamics 365 Customer Insights starting with Dataverse data source connection and table selection (account, opportunity, contact, activity, task). Covers entity resolution configuration with specific normalization settings (Unicode/ASCII conversion, symbol removal, case-insensitive matching) to deduplicate company records. Details match rules for linking customer records and unified profile creation for downstream sales and marketing intelligence.

• •Connect Dataverse sources and select core sales tables; initial sync takes 30-40 minutes for typical implementations
• •Configure deduplication rules with company name, phone, email, and address matching plus normalization (case, whitespace, symbols, legal entity suffixes)
• •Establish linking rules and generate unified customer profiles combining 135+ merged customer columns for downstream analysis

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