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export contacts from customer insights data to customer insights journey

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Posted on by LookForHelp

Hello everyone, I need to bring the customers created from customer insights data into the contacts table within Dataverse once the data is unified. Can you please advise on the best way to do this? I cannot just export the segments because, for example, I also need to use customer service and therefore need to see all the contact information. Can you please assist me?
The only thing I've thought of is using a Power Automate that aligns it

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PaulineKolde 732 Moderator on at

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Hi,

you can use this documentation to see how to export segments to customer insights journey: Use segments from Dynamics 365 Customer Insights - Data - Dynamics 365 Customer Insights | Microsoft Learn

If you want to make data visible on the contact for the service team you can use this approach: Customer Card Add-in for Dynamics 365 apps (preview) (contains video) - Dynamics 365 Customer Insights | Microsoft Learn

Hope this helps

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LookForHelp 22 on at

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Hello, thank you for your response. Following your second link regarding the card add-in, are you saying that I need to import the contacts into Dataverse, or did I misunderstand?
And i can't use a preview function in production environment.
What what is the best way to put customer insights data contact into dataverse contact table?

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