FEATURES.mdv4 · history
Published docs in the Dynamics 365 Customer Insights – Data KB: 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. The daily monitor task adds a row here when it publishes or updates a doc. Browse the live KB at https://365-almanac.app/kb/d365ci-data.
🆕 New & Updated
| Date | Change |
|---|---|
| 2026-10-06 | New: Customer Insights MCP server tools — one MCP server for Data and Journeys, thirteen tools of which only create_journey writes (and it isn't idempotent); consent tools reuse the Journeys consent service — Dataverse Integration. |
| 2026-10-06 | New: Connecting to the Customer Insights MCP server through Agent 365 Tooling Gateway — environment-specific gateway URL, /.default versus the named McpServers.D365CustomerInsights.All permission, offline_access, provisioning the gateway service principal rather than using an admin-consent URL, and the data-boundary warning — Administration. |
| 2026-09-19 | New: Converting an existing data source to Fabric OneLake — repoints an Azure Data Lake Delta tables source at a OneLake lakehouse in place, keeping tables, mappings and downstream dependencies; Verify compares target schema first (strict vs advisory mode), and Revert data source works only while the Azure location is still fed and nobody has edited the converted source — editing it destroys the rollback — Data Unification. |
| 2026-09-18 | Updated: Fabric OneLake as the shared storage layer and Attaching Fabric OneLake Delta tables as unification sources — OneLake shortcut targets need their own grant. A passthrough-authentication shortcut to a lakehouse in another workspace needs the Dynamics 365 AI for Customer Insights service principal given Contributor on the target workspace, or the lakehouse shared with Read plus Read all with Apache Spark; the SQL analytics endpoint permission alone doesn't work. |
| 2026-09-10 | Initial backfill — 55 docs published across all 10 categories. |
By category
| Category | Docs |
|---|---|
| Data Unification | 8 |
| Customer Profiles | 6 |
| Segments | 6 |
| Measures & Insights | 5 |
| Predictions & AI | 6 |
| Dataverse Integration | 5 |
| Copilot in CI Data | 4 |
| Administration | 6 |
| Licensing | 4 |
| Decision Guides | 6 |
| Total | 55 |
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