Summary

Completed

To take full advantage of your Customer Data Platform, you need the ability to use that data in the applications that drive your daily business operations. The Exports feature in Dynamics 365 Customer Insights - Data helps you share specific data with various applications. This data might include customer profiles, entities, schemas, and mapping details.

This module explained how to use the different exporting options that are available in Dynamics 365 Customer Insights, including:

  • Exploring the different types of data that you might export and the basic export capabilities.

  • Examining the process for using Customer Insights data in Dynamics 365 Marketing and Dynamics 365 Sales.

  • Reviewing the process for displaying Customer Insights data on forms in model-driven applications.

  • Examining the process of using Customer Insights - Data and Microsoft Power Platform, including connecting Power Apps and Customer Insights - Data, using Customer Insights data in Power Automate Flows, and using Customer Insights data in Power BI reports.

  • Exploring how to use Customer Insights- Data and Azure Synapse Analytics to create and deliver a complete Customer Data Platform solution.

  • Examining how to use the Customer Insights - Data APIs to build custom applications that are integrated with Customer Insights - Data.

From here, your next step would be to continue learning how to use Customer Insights - Data with external applications. While this module primarily focused on Microsoft technologies, connectors for many common external services exist, such as Mailchimp, Marketo, Adobe, and more.