Once the D365 Customer Insights installation is complete, the first step is connecting data to the Data module. Since we need data from D365 Sales, we pull it in via Dataverse.
Overall Flow
Add data source → Confirm change tracking → Select tables → Set primary keys → Deduplication rules (entity resolution) → Match rules (linking) → Unified data view → Run unification / Complete
Adding a Data Source
Click "Add data source" and the next screen will appear. Since we're using D365 Sales data, select Dataverse.
