Dynamics 365 Customer Insights - Data

We need a dependency viewer which can show, for any given attribute in any given any entity, if that attribute is used in segments, measures, relationships, activities, etc.

This will help users to change the schema of the data sources, by allowing them to first assess the impact of such change. It would also allow users to plan for such change so that it is made only after all dependencies are resolved properly

Note: A dependency viewer which only shows dependencies at entity level would not satisfy this requirement.

It would be better to have a SAVE option separately as the current save option is applying the queries and we blocking us to do any modifications until its refresh completes.

We've contacted MS Support about this and have been informed it isn't possible yet directly through D365 or Power Platform. We're trying to be able and audit which records were viewed/opened by a given user (not changed) - especially for our service account/system integration users. This would be especially helpful for data security checks.

There is no way to look at the history detail on error messages for things refresh failures in System. Not that have been able to find, you can see an historic list of failures but not access it to see any details.

Also, the route of clicking on an error hyperlink that then requires 3 more clicks on drop downs just to get the error message is annoying.

providing Sort option in Data Source section on Status field will help us sort on the status so that we can easily see the status wise updates. as of now we do not have sort option for any of the fields in data source section and in System section.

When creating/editing Microsoft Dataverse datasource, on the Configure page, there is no search field available and users have to scroll up and down to identify the tables to select.

A more complete and complex data model turns this task harder when there are hundreds or thousands of entities from the list.

A search field would improve this experience, requiring less time to identify the table to add and avoid potential error prone scenarios when table names are very similar.

Seamless experience with search field ("Search tables") can be seen in Data > Tables, in order to select the required table.

Create an Out of the box entity ( to store all the activities performed within CI like user addition, refresh success/failures, user activities etc ) in Customer Insights ( B2C and B2B ) instances soon after ingesting first data source. which will hep us to build a report based on the system entity to track CI system activities.

Ability to configure incremental refresh for large datasets while ingesting data.

please add a way to export audit summary data and report on it. either excel or power bi connector. right now we have to click into each audit record to find a specific deletion

The refresh during the process like unification, activities upload, relationship, etc takes a lot of time due to backend work which is quite understandable.

but if the team can update the approximate time it will take to get the work done will help the customer to plan the other part of their work accordingly as we need to sit idle till the time the refresh is happen or are not able to concentrate at other work as we don't know how much longer it will take for the refresh.