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

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Nishant Rana 11,320 Microsoft Employee on at

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RE: Refresh data in Dynamics 365 Customer Service Insights Dashboards

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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Xiaoying Guo on at

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RE: Refresh data in Dynamics 365 Customer Service Insights Dashboards

Hi Hugo,

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

Thanks,

Xiaoying