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Customer experience | Sales, Customer Insights,...
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Definition People Unified

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Posted on by 2
Situation: we have been using D365 Sales & Customer Service on prem for years and have now recently migrated to D365 online. And we would like to start using Customer Insights. Our Dataverse Contacts table contains more than a million contacts from our B2C business, which we do not plan to include in the Customer Insights Journeys - we only want to use it for our B2B business.
 
Question #1: will those 1M Contacts automatically be counted as People Unified (causing a huge license cost increase) or can we set certain filter criteria to determine which Contacts will be included in the 100K People Unified in the Customer Insights license?
 
Question #2: if we only work with Customer Insights Journeys, do we then even need to cosnider/worry about People Unified?
 
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  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    According to the official documentation.
     
    You can delete duplicate records by defining deduplication rules during the Unified Data Source process.
    The new base Customer Insights license allows you to have 100,000 unified people at the tenant level for use with the Customer Insights - Data app to unify.
    If you have more than this number of unique contacts, then an additional Unified People package will need to be purchased.
     
    People Unified supports Customer Insights-Data.
    In the case of Customer Insights-Journeys it uses People Interacted.
     
    Best Regards,
    Dengliang Li
     

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