Unify contacts to improve B2B insights
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Customer Insights. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Aug 17, 2022 |
To be announced |
Business value
When using Customer Insights in a B2B environment, you can now unify both your account data and the contact data. This allows new and more accurate insights using the best possible contact information.
Feature details
Customer Insights now allows B2B customers to separately unify contact data, resulting in improved insights that span unified accounts and unified contacts. It enables organizations to build segments and create other insights using both account and contact criteria. Depending on your data, you could create rich insights such as:
- Give me a segment of all contacts who work for accounts in the West US region and where we have not reached out to the contact in the last 6 months.
- Give me a segment of all contacts who work for accounts with > 10M in revenue where the contact is located in Georgia and where the contact has opted in to receive our Lunch and Learn event invites.
The account unification and contact unification processes use the same pattern to unify data. When the data is unified, you can create insights based on account or contact data, using criteria from both.