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

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Using only one datasource (Dataverse)

(1) ShareShare
ReportReport
Posted on by 18
Does it make sense to use Customer Insights - Data if I only have one datasource (Dynamics CE/Dataverse)? Basically I was thinking Customer Insights - Data could be useful to create segments and scalable measures within the environment that can be configured without developing a custom solution. Does it make sense to use Customer Insights - Data or should I create a custom solution for this use case since I am not pooling multiple sources of data? 
I have the same question (0)
  • KendraKS Profile Picture
    18 on at
    Using only one datasource (Dataverse)
    Thank you for the response - I had watched that same video several days ago. But was still under the impression multiple datasources made this tool more powerful. We are looking to use the segments and measures to make a "scorecard" of the customer. So hopefully this will still work for us. 
  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Using only one datasource (Dataverse)
    Hi,
     
    Even if you have one data source, you can create a 360-degree view of your customers from that data source.
    Gain a deeper understanding of your customers and use those insights to drive customer-centric experiences and processes. Unify and understand customer data and harness it for intelligent insights and actions.
    Dynamics 365 Customer Insights Data Overview (youtube.com)
     
    Best Regards,
    Dengliang Li
     
     

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…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 172

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 116 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans