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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Data Mapping, Measure ...
Customer experience | Sales, Customer Insights,...
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Data Mapping, Measure & Prediction Templates

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Posted on by AS-15051122-0 2
In Dynamics 365 Customer Insights - Data, is it possible to setup your own templates so that:
  • When connecting Dataverse all your data mappings, deduplication & mapping rules are there in a templated way (so you need not do it again if you have done this once before, across different environments)
  • Pre-configured custom metrics are available in a templated way (outside of the standard Microsoft, measure templates)
  • Pre-configured custom predictions are available in a templated way (outside of the standard Microsoft, prediction models)
I cannot see any documentation or UI prompts that suggest this is possible.
I also wonder if it is possible to customise the unified profile 'form'?
 
Thanks!
 
Adam.
I have the same question (0)
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Hi,
     
    The process of data unification does not support templating currently.
     
    According to the Microsoft document.
    View customer details
    The fields of the Customer Profile tile are predefined and cannot be customized.
     
    Best Regards,
    Dengliang Li
     
     

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