CRM addicted

Customer Insights Customer Insights is one of the newer additions to the Power Platform. It allows you to unify and understand your customer data, coming from various sources, to harness it for intelligent insights and actions. Step 1 - Connect your data sources Your first step towards a unified customer profile is, to connect all your data sources. This is done by navigating to Data -> Data Sources and selecting Add data source: After defining a name for the data source you can choose out of many connectors in a similar experience (Power Query) like importing data to CRM or Power BI: Once connected to your data source you can do transformations, e.g. changing data types, which will be applied whenever your data set is refreshed: After your data source is connected, a status column indicates, if the data is ready, or being refreshed. By clicking on the 3 points next to each data source you can edit, refresh or delete it. Step 2 - Map / Match / Me...