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Dynamics 365 Community / Forums / Customer Service forum / Refresh data in Dynami...
Customer Service forum

Refresh data in Dynamics 365 Customer Service Insights Dashboards

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Posted on by Hugo Mora

Hello, I would like to get info about the refresh data process from source origins (for example Dynamics 365) to Customer Service Insights Dashboards. I have found nothing in the documentation. is it manual? can it be scheduled? appreciate any hint. Best regards, Hugo.

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Insights
  • Verified answer
    Xiaoying Guo Profile Picture
    Xiaoying Guo on at

    Hi Hugo,

    Customer Service Insights refresh daily automatically. There's no setting yet to configure this, but your feedback is welcome! 

    Thanks,

    Xiaoying 

  • Suggested answer
    Nishant Rana Profile Picture
    Nishant Rana 11,325 Microsoft Employee on at

    Now we have the below options 

    https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/incremental-refresh-data-sources

    https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system#schedule-tab

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