Common connectors

This section provides more information atop the Data Sources section. In this section we will cover in detail how to load data from several connectors. Currently this section covers the following connectors (in that order):

  1. Ingest data from a file hosted in an Azure blob
  2. Ingest data from Dynamics 365
  3. Ingest data from the Azure SQL database
  4. Ingest data from a CSV. file

Important

Currently, on-premises and OData data sources are not supported in Dynamics 365 Customer Insights.

Ingest data from a file hosted in an Azure blob

To ingest data to Customer Insights from a CSV file hosted within a blob location in a Microsoft Azure subscription, follow these steps:

  1. Select Azure blobs from the list of connectors.

  2. Enter the account name and account key, and then select Next.

    Note

    You can find the account name and key from the Access keys part of the Azure portal as shown in the following example.

  3. You will now see a list of all the containers in the blob. Select the container that includes your CSV file, and select Next.

  4. You will see the various CSV files in the container. Select [Table] in the content column to see a preview of the file's content.

Ingest data from Dynamics 365

  1. Select Common Data Service.

  2. Enter your server URL.

  3. Sign in with your username and password.

  4. Choose your entities of interest from the left-side menu, and then review them on the right-side window:

Ingest data from the Azure SQL database

  1. Select SQL Server database from the connector list.

  2. Enter your database server, database name, username, and password.

  3. Choose data from the specific tables you want to bring into Customer Insights.

Ingest data from a CSV file

  1. If the CSV file that contains the data you want to ingest is a desktop file, you should first save it in SharePoint as explained here: Work with worksheet data in OneDrive.

  2. Select the Text/CSV connector.

  3. Manually format the URL to your online document.

    Once you copy the URL to your online document from SharePoint, it should look like this:

    https://microsoft.sharepoint.com/:u:/t/TeamName/EdP4Jh3iCj9DUteIBCzbdOX7C4bmVvzlDo81F0A?e=2Co1vj

    Format the URL as follows:

    The final result for the preceding example is:

    Here is an example of a copied link: https://microsoft.sharepoint.com/:u:/t/yourTeamName/EdP4G8Jk2dZJh3iCj9DUteIBCzbdOX7C4bmVvzlDo811vj

From the link components described above:

  • Here is where you can find Your team name:

  • Here is where you can find the Root folder to your documents:

  • And here is where you will find your File name and the folder structure for the file: