Dynamics Community Forum Thread Details

Customer Insight - Sync Data Problem

Hi All,

I have a problem regarding to Customer Insight sync data with Dynamics 365 Online

First, I have Dynamics 365 Online latest version and then I subscribe for Customer Insight (free trial).

I followed the instructions here: https://docs.microsoft.com/en-us/dynamics365/customer-insights/getstart

Then I found a trouble when I add custom entities, (I already checked "Change Tracking" in Dynamics 365 metadata) the data is not sync.

For example:

1. by default we have Account entity

2. then I add custom "Sales Order" entity which have an attribute that lookup to Account entity.

3. Then Create data for 3 Sales Order records for specific Account

4. I already wait for 24 hours and still counting but my Sales Order chart/list is not updated.

5. For standard Dynamics 365 entities works fine.

Question:

1. Is there any way to do manual refresh?

2. Where do I can see the last refresh date time?

3. Do I need to setup anything for Custom entity?

4. Is there any way to change the search method? right now it's based on "crmrecordid" and "account" with condition "equals" and "begin with" it's ok for me, but we have to search using the GUID which is not convenient for the user. I want to search using the name.

update: for search method: I can edit JSON file inside

just additional information about data sync.

1. I create a view on "HUB A" on 8/29/17 --> I have 5 email records

2. On 8/30/2017 --> I create 3 email records

3. until now, 9/5/2017 --> I cannot see those additional 3 records

4. then I try to create a new view on "HUB B" on 9/5/2017 --> I can see 8 email records

this is weird for me, because the data on old HUB/view is never get refreshed.

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