Below is enhancement to basic Customer Insight In a day workshop
Problem Statement- How to synchronize the activity from Dynamics to CI and linked power app?
Solution- activity that was configured in CI, was from static csv file, to embed checkout activity propagate across, it needs to be added to data source.
1. Launch Customer Insight https://home.ci.ai.dynamics.com/
2. Select Data Source- Select existing Dynamics connector data source
3. Edit the existing data source- add entity for checkout "tsp_contosoboutiquecheckin"
this was technical name of entity in my configured dynamics environment, in case you have any different configure, enable respective entity.
4. Output to above exercise- all checkout clicks which are transforming as activity only in dynamics so far, will start getting imported to CI on regular refresh frequency and will load in respective power app and power bi screens in activities timelines.
Problem Statement- How to synchronize the activity from Dynamics to CI and linked power app?
Solution- activity that was configured in CI, was from static csv file, to embed checkout activity propagate across, it needs to be added to data source.
1. Launch Customer Insight https://home.ci.ai.dynamics.com/
2. Select Data Source- Select existing Dynamics connector data source
3. Edit the existing data source- add entity for checkout "tsp_contosoboutiquecheckin"
this was technical name of entity in my configured dynamics environment, in case you have any different configure, enable respective entity.
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