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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Merging attributes bas...
Customer experience | Sales, Customer Insights,...
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Merging attributes based on criteria other than entity

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Posted on by Community Member Microsoft Employee

I'm a Project Manager and will soon be implementing Customer Insights.

I've got some questions on the merge functionality used to apply rules to conflicting attributes:

From what I've read, you can only set the "winning" attribute by stating which entity is most trustworthy

Is that right?

My main concern is that we have marketing consent stored in multiple systems, and applying the winning consent to a merged record will need to be more intelligent than that - e.g. latest data collected should beat what entity the data is from

I'm kinda new to this and any clarification or advice is greatly appreciated.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Merging attributes based on criteria other than entity

    Thanks Aditya

  • Verified answer
    Aditya Kuppa Profile Picture
    Aditya Kuppa 320 on at
    RE: Merging attributes based on criteria other than entity

    Hi Spoggee,

    Thanks for raising this question. What you stated above is the current behavior.

    However, we are working to enable multiple other conflict resolution policies based on recency, i.e., most recent and least recent, in our upcoming releases so system will automatically pick the winner based on latest time stamp similar to how we combine deduplication records mentioned here in step #4 docs.microsoft.com/.../match-entities

    We are also working to group two or more attributes into a set and apply the winner policy on the set so you will get all fields from the set from the same winner policy.

    Please let us know if you have any further scenarios and we will get in touch with you. You can reach us at CIHelp@microsoft.com.

    Thank you!

    Aditya Kuppa

    Customer Insights team.

  • tedway Profile Picture
    tedway on at
    RE: Merging attributes based on criteria other than entity

    Hi, I'm very interested in learning more about your scenario. Could you please contact me offline: tedway at microsoft dot com?

    Thanks!

    Ted Way, PhD | PM Lead | Microsoft D365 Insights Apps AI

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