Dynamics 365 Customer Insights - Data

It takes a almost a minute to populate the list of tables, and to open up the Manage Table dialog, and then Save. Can you please optimise this performance.

A quick wins could be:

1) Do not automatically populate Synapse tables. In our environment we only use F&O tables

2) The method of saving a CSV of all our tables used in a file should be replaced/augmented with the ability to save the set of tables within the tool.

Hello,

please support templates for customer journeys and segments how we have it also in Outbound Marketing.

Thanks,

Karin

It is not possible to edit custom pages on Design Studio of power pages, it would help if there is an option available to support

Currently, all CI instances segment data refresh at UTC +0, which makes it inconvenient to work with date time fields which are part of the segment critieria. Hence, it will be great if all instances can refresh at their own local time Midnight, so less pre-work will be required to deal with these date time fields. Thanks!

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.

It would be very good if there was a built in report showing the last x full system refreshes and how long these processes take. It is possible to build this yourself with the diagnostics data but it will not contain the dependencies as described in this excellent article by Fast Track SA Ashwini Puranik: https://community.dynamics.com/blogs/post/?postid=84fbbaaf-262b-f011-8c4e-7c1e5218b899

Description:

Currently, in Customer Insights - Data, there is no consolidated view to check which segments are being exported. Users have to manually click through each export individually to verify the included segments, which is inefficient—especially for organizations managing a large number of exports.

Problem statement:

• No centralized view to see which segments are included in exports.
• Users must manually check each export, which is time-consuming and impractical when managing multiple exports (e.g., 100+).
• Lack of visibility makes it difficult to track and manage segment exports efficiently.

Proposed solution:

Introduce a unified export overview where users can:

1. See a list of all exports along with the segments they include.
2. Filter or search by segment names to quickly find relevant exports.
3. Optionally, export this overview for reporting and tracking purposes.

Problem: Marketers do not know the actual audience size for segments since segments cannot deduplicate contacts.

Solution: Segments should have a manual option to deduplicate contacts based on the existing duplicate detection rules applied in the system OR at minimum, email address.