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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customer Insight API
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customer Insight API

(0) ShareShare
ReportReport
Posted on by Roina

Hi,

My Customer Insight get data from the company's system.

I have the following requirement:

Whenever the data is updated in the company's system I should be able to schedule to refresh the CI Data Source.

I found some information, but it's not clear how to use them.

As example, https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/real-time-data-ingestion

Is it possible to refresh my Data Source by using this real time data ingestion? How?

Regarding to API, it seems that this one would fit me https://developer.ci.ai.dynamics.com/api-details#api=CustomerInsights&operation=Create-workflow-refresh-schedule 

but when I try it (on the API page), I receive the error: "Object reference not set to an instance of an object."

I haven't found any more information about API' parameters .

Hope to count on your help,

Thanks,

Roina

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Roina,

    Please refer to the following troubleshooting.

    Object reference not set to an instance - Dynamics 365 Sales | Microsoft Docs

  • Scott Stabbert Profile Picture
    Scott Stabbert on at

    Hi Roina,

    Sounds like you're looking for what we call 'real time updates'.  This is the ability to continuously feed data changes into CI, and have it reflected in a short period of time (seconds). We don't support real time today, but it is an ask that is on our radar.

    If you're looking for the ability to very occasionally update CI based on infrequent chances to your data sources, then scheduled updates are a good solution, as we can do differential updates.

  • Suggested answer
    Mukesh Pohuja Profile Picture
    Mukesh Pohuja on at

    Hi - to refresh an existing setup data source, you don't need to create a new workflow refresh schedule. 

    Can you try finding the api call from the network trace when you initiate a manual refresh, and initiating that api call? you could find the parameters there. 

    In the manual data source refresh, it would use your credentials to initiate the call. for automated, you would need to have the necessary spn setup.  

    That api could be wired thru power automate or logic apps too. 

    Hope this helps. Please let us know if that works or if there is any issue, you could open a support ticket (http://aka.ms/cisupport)

    Thanks

    mukesh 

     

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…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans