After setting up the data sources, you can unify the data in Dynamics 365 Customer Insights. Data unification includes three steps: Map, Match, and Merge.
The data unification process lets you unify once-disparate data sources into a single master dataset that provides a unified view of your customers. Unification stages are mandatory, and performed in the following order:
After completing the data unification, you can optionally
- set up relationships between entities to create sophisticated segments,
- enrich your data to get a wider range of insights about your customers,
- or define activities from some of the ingested attributes.
Check out the following video: Getting Started: Creating a Unified Customer Profile.