Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
After configuring your data sources, evaluate the quality of the ingested data on the Tables page under the Source tab. Multiple capabilities of Dynamics 365 Customer Insights - Data are built around these tables. Reviewing them closely can help you validate the output of those capabilities. Remove unwanted rows from your source data before processing in Customer Insights - Data.
As you work in Customer Insights - Data enriching your data or creating segments, measures, activities, and predictions, the tables that are created from those actions display on the Tables page under the Output tab.
For more information about the Relationships tab, see Relationships.
Tip
Tables were previously called entities.
View a list of tables
Go to Data > Tables.
To view your ingested source tables, stay on the Source tab. To view your output tables, select the Output tab.
The following information displays for each table.
- Name: Name of the data table. If you see a warning symbol next to a table name, it means that the data for that table didn't load successfully.
- Source: Type of data source that ingested the table.
- Updated: Time the table was last updated.
- Status: Details about the last update of the table.
- Row filters: Filter to remove unwanted rows. Row filters are available only for source tables.
Explore a specific table's data
- Go to Data > Tables and select the appropriate tab.
- Select a table to open the details page.
- Explore the different fields and records included for that table.
The Attributes tab is selected by default and shows details for the selected table, such as field names, data types, and types. The Type column shows Common Data Model associated types, which the system either auto-identifies or users manually map. These types are semantic types that can differ from the attributes' data types. For example, the field Email has a data type String but its (semantic) Common Data Model type might be Email, EmailAddress, or Identity.Service.Email.
Note
This page shows only a sample of your table's data. To view the full data set, go to the Data sources page, select a table, select Edit, and then view this table's data with the Power Query editor as explained in Data sources.
To learn more about the data ingested in the table, the Summary column provides important data characteristics, such as nulls, missing values, unique values, counts, and distributions, whatever is applicable to your data. Select the chart icon to see the summary of the data.
The Data tab shows details about individual records of the table. The records show the full, unfiltered data. Details listed depend on the table's data type.
The Reports tab (available for some tables) helps you to visualize your data by creating a report, which includes these columns:
- Report name: Name of the report.
- Created by: Name of the person who created the table.
- Created: Date and time of the table creation.
- Edited by: Name of the person who modified the table.
- Edited: Date and time of the table modification.
Common issues:
- If the data source uses the AttachCDM (Delta format) or AttachCDS connection type, issues might occur during data loading.
- Customer Insights – Data stores the Delta table version that was used at the time of ingestion. If maintenance operations occur such as VACUUM, delete, or cleanup on the Delta tables and remove the referenced version, the affected tables no longer display any data.
- To resolve this issue, trigger a data source refresh to ingest the latest available version of the data.
View Customer Insights - Data tables in Dataverse
You can access some Customer Insights - Data tables in Dataverse. The following sections describe the expected schema of these tables. The logical name of the tables includes the msdynci prefix.
- CustomerProfile
- AlternateKey
- UnifiedActivity
- CustomerMeasure
- Enrichment
- Prediction
- Segment membership
Other tables available in Dataverse are measures and real-time web personalization (preview).
Sign in to Power Apps.
Select Tables on the left navigation and set the filter to show All tables. The default filter is set to Recommended, which doesn't include Customer Insights - Data tables. In the search field, enter
msdynci. Learn more: View tables in Dataverse.
Note
The timing and order of table updates from Customer Insights - Data to Dataverse varies and can't be predicted. If you intend to use this data in other applications, wait until the ongoing system refresh finishes. Using the data before the refresh finishes might result in incomplete or inconsistent information.
Important
During a system refresh, Customer Insights - Data might rewrite records in these Dataverse tables. As part of this process, it might delete and then recreate existing rows instead of updating them in place. When Customer Insights - Data recreates a profile, it resets the Created On (createdon) value to the time of the refresh, and the operation raises delete and create events on the table, even though the profile isn't a new customer. As a result, the number of records with a recent Created On date can be much higher than the number of profiles that actually changed. The CustomerId of a profile is preserved across refreshes, except when profiles merge or split. For more information, see Customer ID.
Don't build integrations that rely on the Created On date, the row createdon, or individual row create and delete events to identify new or changed customers. Instead, key your logic on CustomerId, use upserts to reconcile changes, and start downstream processing only after the refresh completes rather than reacting to individual row changes. To start automation when a refresh finishes, use the Power Automate connector.
CustomerProfile
This table contains the unified customer profile from Customer Insights - Data. The schema for a unified customer profile depends on the tables and attributes used in the data unification process. Use the CustomerId column as the stable identifier for a unified profile; it's preserved across refreshes except when profiles merge or split.
AlternateKey
The AlternateKey table contains keys of the tables that participate in the unify process.
| Column | Type | Description |
|---|---|---|
| DataSourceName | Text | Name of the data source. For example: datasource5 |
| TableName | Text | Name of the table in Customer Insights - Data. For example: contact1 |
| AlternateValue | Text | Alternative ID that is mapped to the customer ID. Example: cntid_1078 |
| KeyRing | Text | JSON value Sample: [{"dataSourceName":" datasource5 ", "tableName":" contact1", "preferredKey":" cntid_1078", "keys":[" cntid_1078"]}] |
| CustomerId | Text | ID of the unified customer profile |
| AlternateKeyId | Unique identifier | AlternateKey deterministic GUID based on Identifier |
| Identifier | Text | DataSourceName|TableName|AlternateValue Sample: testdatasource|contact1|cntid_1078 |
UnifiedActivity
This table contains activities by users that are available in Customer Insights - Data.
| Column | Type | Description |
|---|---|---|
| CustomerId | Text | Customer profile ID |
| ActivityId | Text | Internal ID of the customer activity (primary key) |
| SourceTableName | Text | Name of the source table |
| SourceActivityId | Text | Primary key from the source table |
| ActivityType | Text | Semantic activity type or name of custom activity |
| ActivityTimeStamp | DateTime | Activity time stamp |
| Title | Text | Title or name of the activity |
| Description | Text | Activity description |
| URL | Text | Link to an external URL specific to the activity |
| SemanticData | Text | Includes a list of key value pairs for semantic mapping fields specific to the type of activity |
| RangeIndex | Text | Unix time stamp used for sorting activity timeline and effective range queries |
| UnifiedActivityId | Unique identifier | Internal ID of the customer activity (ActivityId) |
CustomerMeasure
This table contains the output data of customer attribute-based measures.
| Column | Type | Description |
|---|---|---|
| CustomerId | Text | Customer profile ID |
| Measures | Text | Includes a list of key value pairs for measure name and values for the given customer |
| Identifier | Text | Customer_Measure|CustomerId |
| CustomerMeasureId | Unique identifier | Customer profile ID |
Enrichment
This table contains the output of the enrichment process.
| Column | Type | Description |
|---|---|---|
| CustomerId | Text | Customer profile ID |
| EnrichmentProvider | Text | Name of the provider for the enrichment |
| EnrichmentType | Text | Type of enrichment |
| Values | Text | List of attributes produced by the enrichment process |
| EnrichmentId | Unique identifier | Deterministic GUID generated from Identifier |
| Identifier | Text | EnrichmentProvider|EnrichmentType|CustomerId |
Prediction
This table contains the output of the model predictions.
| Column | Type | Description |
|---|---|---|
| CustomerId | Text | Customer profile ID |
| ModelProvider | Text | Name of the provider of the model |
| Model | Text | Model name |
| Values | Text | List of attributes produced by the model |
| PredictionId | Unique identifier | Deterministic GUID generated from Identifier |
| Identifier | Text | Model|ModelProvider|CustomerId |
Segment membership
This table contains segment membership information for customer profiles.
| Column | Type | Description |
|---|---|---|
| CustomerId | Text | Customer Profile ID |
| SegmentProvider | Text | App that publishes the segments |
| SegmentMembershipType | Text | Type of customer for this segment membership record. Supports multiple types such as Customer, Contact, or Account. Default: Customer |
| Segments | Text | List of unique segments the customer profile is a member of |
| Identifier | Text | Unique identifier of the segment membership record. CustomerId|SegmentProvider|SegmentMembershipType|Name |
| SegmentMembershipId | Unique identifier | Deterministic GUID generated from Identifier |
Real-time web personalization tables (preview)
The following four tables are created when you set up real-time personalization.
- PersonalizationUser: This table contains data that associates unknown users to known users when you use the setUser API.
- PersonalizationCookie: This table contains the personalization cookie values.
- PersonalizationView: This table contains data tracking on what pages were viewed.
- PersonalizationAction: This table contains data tracking on what actions were performed such as links clicked.
While you can view and query these tables, use the web personalization API to understand a customer in real time. This API pulls data from multiple tables including the unified profile for known users, measures, segment memberships, and activity data.