Dynamics 365 Customer Insights
by Microsoft
Microsoft customer data platform and journey orchestration suite for unified profiles, segments and marketing journeys.
- Category
- Marketing Automation
- Type
- Customer data platform
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Customer profiles
- Segments
- Measures
- Activities
- Journeys
Tie Dynamics 365 Customer Insights customer profiles to pipeline and revenue in the Warehouse, and let a Mind report which programs move deals.
Need more? Name any other Dynamics 365 Customer Insights data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Dynamics 365 Customer Insights uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Microsoft if you need help.
04How it works
How it works in DataMind.
-
Pick Dynamics 365 Customer Insights.
Open Lake, pick Dynamics 365 Customer Insights in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Dynamics 365 Customer Insights API docs.
-
Answer a few questions.
The AI reads the Dynamics 365 Customer Insights documentation, then asks which credentials you will use, which data to sync (for example customer profiles and segments), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Dynamics 365 Customer Insights data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
