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Default Values in Merged Customer Profiles

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Posted on by Microsoft Employee

I've had success in configuring a basic Customer Insights solution that ingests Account entity data from a D365 Sales instance, and merges it with a simple Excel spreadsheet that contains sales revenue data for some (but not all) of the rows in the Account data. The data sources and map/match/merge mostly seems to work as expected, aside from one main issue I'm struggling with.

When there is a match between a row for a customer in the Excel data source and the corresponding record in the Account entity, the 'Revenue' value from Excel is merged into the Customer Profile and shows the expected amount.

However, when there is NO match for a particular Account record with a corresponding row in the Excel file, the resulting record in the Customer Profile gets a 'garbage value' (actually -1.798E+308, which looks like the minimum value for a float field) for the 'Revenue' field. I can't seem to find a way to default the value of the 'Revenue' output field to zero, or to otherwise specify how the value should be defined when there is a 'miss' in the matching. I tried to just ignore it, but it seems to cause issues and errors downstream, like when using the 'Revenue' values to create calculated measures, etc.

Any ideas on how to set default output values for the merge, or any other approaches to working around this issue? It seems like this would be a fairly common occurrence, hopefully I'm just missing something,,,

Thanks!

Jeff

  • RE: Default Values in Merged Customer Profiles

    Hi Jeff,

    If you can share your instance/environment info to CIhelp@microsoft.com, we can investigate this further.

    Thanks,

    mukesh

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