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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Refreshing Customer data

Customer experience | Sales, Customer Insights,...

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Refreshing Customer data

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Posted on by ChrisChamberlain

5

We have been experimenting with CI.
I have loaded and ingested several test data sources.

However I now want to clear these and refresh the data with 'real' data.

I have also noticed that I want to either manually join 2 customers (or separate them).

Is it possible to edit the customers, once loaded?

Thanks

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At the moment you can't completely change the data sources for a configured CI instance without having to reconfigure the whole instance. As an alternative you should update the original "test" data sources with the "real" data and then Refresh everything in CI to see the same configuration with new data being processed.

CI does not give you the ability to Match 1 record at a time the only way to match customer records is through the Matching rules in the data Unify process.

Please mark as Validated if this answers your question.

Thanks,

Scott Roller

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