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Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Data: implementation notes, gotchas, and configuration decisions beyond the official docs — across data unification, customer profiles, segments, measures and insights, predictions and AI, Dataverse integration, Copilot, and administration.

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README.md

Dynamics 365 Customer Insights – Data

Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Data: implementation notes, gotchas, and configuration decisions beyond the official docs — across data unification, customer profiles, segments, measures and insights, predictions and AI, Dataverse integration, Copilot, and administration.

What's in here

Folder Category Docs
01-data-unification Data Unification 8
02-customer-profiles Customer Profiles 6
03-segments Segments 6
04-measures-and-insights Measures & Insights 5
05-predictions-and-ai Predictions & AI 6
06-dataverse-integration Dataverse Integration 6
07-copilot-in-ci-data Copilot in CI Data 4
08-administration Administration 7
09-licensing Licensing 4
10-decision-guides Decision Guides 6

58 documents across 10 categories.