web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Ingest data through api

(1) ShareShare
ReportReport
Posted on by 4
Hello everyone, I need some clarification. I have the need to import data from various sources into my Dynamics environment. To achieve this, I was thinking of using Customer Insights. Now, since all of this needs to happen in real-time, I wanted these systems to contact Customer Insights via APIs whenever something happens, such as when an order is placed. I've encountered difficulties in retrieving this information, so I'm reaching out here.
Does Customer Insights allow you to define externally accessible APIs for data imports?
Do these APIs have any limitations?
Thank you.
I have the same question (0)
  • Community member Profile Picture
    4 on at
    Ingest data through api
    Hi Rudy, thank you so much for the response, it has certainly provided me with much more information. However, I still have some doubts. Looking at the guide you sent me for using Dataverse APIs, do I define those APIs myself? So, can I define endpoints and based on the JSON obtained, populate entities? (I assume so, but I'm asking for confirmation.)
    One last thing, I'm not clear on the limitations. If I expose these APIs, do they have limits on concurrent calls or a maximum number of calls within a time window?

    I'm asking you this also because it seems that Customer Insights is based on Azure, so it has technologies for security and scalability.


    I've studied the situation a bit, and I see that Microsoft discourages the use of Dataverse APIs for making POST requests. I quote verbatim:
    "It's recommended to use Dataverse APIs only to read data (GET) and not to write data (POST/PATCH/PUT) as it can cause issues with Customer Insights - Data processing."

    Utilizing Dataverse APIs is similar to using Dynamics APIs? I wouldn't like to keep CRM busy but work directly on Customer Insights.
    I don't understand if I can achieve my goal with Customer Insights or not. I simply want to define entities and receive data on these entities from various external sources. Could you please guide me? Thank you.

    P.S
    Continuing to study, I've noticed that not all tables are saved in Dataverse. For example, I can only see a "unifiedactivity." I need to save activities for a user, such as activity logs, purchase orders, and shopping carts. How can I enrich this data? Forgive me for the many questions.
  • Suggested answer
    RudyZhang Profile Picture
    Microsoft Employee on at
    Ingest data through api
    Hi,
     
    As described in the official documentation, you can use these APIs to import data from various sources into your Dynamics environment. However, there are a few things you should be aware of when using them.
    1. To use the APIs administrators must enable API access to the data. Once access is enabled, any user can use the API with a subscription key.
     
    2. Customer Insights APIs will be deprecated on August 31st, 2024. Customer Insights recommends you use Dataverse APIs to query Customer Insights data.
    See the official documentation at the link below.
    Work with Customer Insights - Data APIs - Dynamics 365 Customer Insights | Microsoft Learn
     
    Here are some limitations
    1. Exporting real-time updates to external systems, like Power BI, is not possible
    Refer to the official documentation at the link below
    Real-time data ingestion (preview) - Dynamics 365 Customer Insights | Microsoft Learn
    2. Customer Insights has built-in limitations designed to ensure the reliability and stability of the service
    Refer to the official documentation at the link below
    Service limits in Dynamics 365 Customer Insights - Data - Dynamics 365 Customer Insights | Microsoft Learn
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 178

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 104 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans