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Customer experience | Sales, Customer Insights,...
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Can Customer Insights be integrated with a Publisher-Subscriber pattern?

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Posted on by 6

Hi community,

Can Customer Insights be integrated with a Publisher-Subscriber pattern? ... https://docs.microsoft.com/en-us/azure/architecture/patterns/publisher-subscriber

A use case for this could be the following: Every time a customer in a separate Loyalty system do any change on their personal data, like address or telephone number, that event is published to a message broker and it should be ingested by Customer Insights in order to have that change in near real time.

Any help would be appreciated.

Regards,

Victor

  • Bill Ryan Profile Picture
    8 on at

    Victor, the short answer is No.  The match/merge process has to look at the entire dataset to match and merge effectively.  It takes a few minutes at best, at scale it can take hours (especially if you have many segments and measures).  You would almost certainly quickly get to a place where one refresh was still waiting to complete before a new one triggered it.  Think of Segments - one where Someone is in the segment if they purchase more than $x.00 or makes more than Y purchases.  It doesn't happen on an individual record, any new record has to be examined against all records that meet the match rules.  

    If you had a small # of records and infrequent updates, it might be possible through API but for all intents and purposes, No.

  • Suggested answer
    CadeSantha Profile Picture
    Microsoft Employee on at

    Hi Victor, thanks for your question.

    Customer Insights currently offers real-time customer profile updates and activity creation via our set of real-time APIs (preview): Real-time data ingestion and limitations - Dynamics 365 Customer Insights | Microsoft Docs. There are several limitations to the real-time APIs. Most notably, data refreshes within CI will override any updates to a customer profile via a real-time API call. Additionally, downstream processes, such as segments and measures, will not update when a customer profile is update via the real-time API call. 

    The main benefit of using the real-time API is to have the most up-to-date information about your customer on their profile between data refreshes. It would be optimal to update the data source itself that feeds into Customer Insights any time a real-time update is used in order to maintain data parallels.

    Can you please explain a bit more about your use case to see if I can provide further information to you? Would the implementation of the real-time APIs help solve your scenario?

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