Enrichment of company profiles with Leadspace (preview)

Leadspace is a data science company that provides a B2B Customer Data Platform. It enables customers with unified customer profiles for companies to enrich their data. Enrichments include more attributes such as company size, location, industry, and more.

Prerequisites

To configure Leadspace, the following prerequisites must be met:

  • You have an active Leadspace license.
  • You have unified customer profiles for companies.
  • A Leadspace connection has already been configured by an administrator or you have administrator permissions and the “perpetual key” (referred to as Leadspace token). Contact Leadspace directly for details about their product.

Configure the enrichment

  1. In audience insights, go to Data > Enrichment.

  2. Select Enrich my data on the Leadspace tile and select Get started.

    Screenshot of the Leadspace tile.

  3. Select a connection from the drop-down. Contact an administrator if no connection is available. If you are an administrator, you can create a connection by selecting Add connection and choosing Leadspace.

  4. Select Connect to Leadspace to confirm the connection.

  5. Select Next and choose the Customer data set you want to enrich with company data from Leadspace. You can select the Customer entity to enrich all your customer profiles or select a segment entity to enrich only customer profiles contained in that segment.

    Screenshot when choosing the customer data set.

  6. Select Next and define which fields from your unified profiles are used to look for matching company data from Leadspace. The Name of company field is required. For a higher match accuracy, up to two other fields, Company website and Company location, can be added.

    Leadspace field mapping pane.

  7. Select Next to complete the field mapping.

  8. Provide a name for the enrichment and select Save enrichment after reviewing your choices.

Configure the connection for Leadspace

You need to be an administrator to configure connections. Select Add connection when configuring an enrichment or go to Admin > Connections and select Set up on the Leadspace tile.

  1. Select Get Started

  2. Enter a name for the connection in the Display name box.

  3. Provide a valid Leadspace token.

  4. Review and provide your consent for Data privacy and compliance by selecting the I agree checkbox

  5. Select Verify to validate the configuration.

  6. After completing the verification, select Save.

    Leadspace connection configuration page.

Enrichment results

After refreshing the enrichment, you can review the newly enriched company data under My enrichments. You can find the time of the last update and the number of enriched profiles.

You can access a detailed view of each enriched profile by selecting View enriched data.

For more information, see Leadspace APIs.

Next steps

Build on top of your enriched customer data. Create segments, measures, and even export the data to deliver personalized experiences to your customers.

Data privacy and compliance

When you enable Dynamics 365 Customer Insights to transmit data to Leadspace, you allow transfer of data outside of the compliance boundary for Dynamics 365 Customer Insights, including potentially sensitive data such as Personal Data. Microsoft will transfer such data at your instruction, but you are responsible for ensuring that Leadspace meets any privacy or security obligations you may have. For more information, see Microsoft Privacy Statement. Your Dynamics 365 Customer Insights Administrator can remove this enrichment at any time to discontinue use of this functionality.

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